Robert KeithCRD Number: 1306806
Current Firm: Lincoln Financial Securities Corporation
Robert Keith (CRD# 1306806) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Murrells Inlet, SC and has over 22 years of experience in the finance industry.
Voya Financial Advisors, Inc.
Berry Financial Securities, LLC
H.d. Vest Advisory Services, Inc.
|Lincoln Financial Securities||Murrells Inlet, SC||Jul 2008 - Current||8|
|Robert W. Keith And Associates||Columbia, SC||Jun 1982 - Current||35|
|Jefferson Pilot Securities Corporation||Columbia, SC||Oct 1997 - Jul 2008||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1995|
|S65||NASAA Investment Advisors Law Examination||Jun 1999|
Total Assets Under Management1,541MILLIONS
Total Number of Accounts8,357ACCOUNTS
Average Account Value$184,425
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV