Keith Traffican (CRD# 6153551) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Pittsburgh, PA and has over 9 years of experience in the finance industry.
CRD# 3221992
Cetera Investment Advisers LLC
CRD# 5335512
Lpl Financial LLC
CRD# 1498908
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kestra Investment Services, LLC | Bridgeville, PA | Jun 2023 - Current | < 1 |
| Kestra Advisory Services, LLC | Bridgeville, PA | Jun 2023 - Current | < 1 |
| Citizens Securities, Inc. | Bethel Park, PA | Apr 2017 - Jun 2023 | 6 |
| Pnc Investments | Greensburgh, PA | Aug 2014 - Apr 2017 | 2 |
| Pnc Bank | Greensburgh, PA | Aug 2014 - Apr 2017 | 2 |
| Northwestern Mutual Investment Services, LLC | Pittsburgh, PA | Sep 2013 - Jul 2014 | < 1 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Jan 2013 - Jul 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2014 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2014 |
- PA
- TX
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Total Assets Under Management48,324MILLIONS
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Total Number of Accounts140,425ACCOUNTS
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Average Account Value$344,129
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
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- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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