Keith Wiltfong, financial advisor Palm Coast FL
81 score

Keith Wiltfong

CRD Number: 6191142
Current Firm: Capstone Planning Investments LLC

Keith Wiltfong (CRD# 6191142) is an Investment Advisor Representative working at Capstone Planning Investments LLC in Palm Coast, FL and has over 3 years of experience in the finance industry. Keith Wiltfong has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Capstone Planning Investments LLC Palm Coast, FL Sep 2015 - Current 1
Capstone Home And Auto, LLC Palm Coast, FL Apr 2012 - Current 4
Capstone Planning, LLC Palm Coast, FL Aug 2007 - Current 9
Gradient Advisors, LLC Palm Coast, FL Mar 2015 - Sep 2015 < 1
Wells Fargo Palm Coast, FL Jun 2012 - Jun 2015 3
Brookstone Capital Management Wheaton, IL Feb 2014 - Mar 2015 1
Coppell Advisory Solutions, LLC Palm Coast, FL May 2013 - Feb 2014 < 1
Deutsche Bank Jacksonville, FL Oct 2008 - Jun 2012 3
Direct Mail Express Daytona Beach, FL Aug 2005 - Aug 2007 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2013
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Keith A. Wiltfong
Phone Number: 855-550-7526
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

FL

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BADGES
81

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