Keith HensleyCRD Number: 6053798
Current Firm: Schwab Private Client Investment Advisory, Inc.
Keith Hensley (CRD# 6053798) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Orlando, FL and has over 4 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|Schwab Private Client Investment Advisory, Inc.||Orlando, FL||Apr 2016 - Current||1|
|Charles Schwab & Company, Inc.||Orlando, FL||Apr 2012 - Current||5|
|Prestancia Golf & Country Club||Sarasota, FL||Oct 2011 - Apr 2012||< 1|
|Haile Plantation Golf & Country Club||Gainesville, FL||Apr 2006 - Oct 2011||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2014|
Total Assets Under Management74,447MILLIONS
Total Number of Accounts158,678ACCOUNTS
Average Account Value$469,169
- Financial planning services
- Portfolio management for individuals and/or small businesses
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, VT, WA, WI, WV, WY