Keith Johnston, financial advisor Provo UT
90 score

Keith Johnston

CRD Number: 6373132
Current Firm: Kestra Private Wealth Services, LLC

Keith Johnston (CRD# 6373132) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Provo, UT and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Kestra Private Wealth Services Provo, UT Aug 2017 - Current < 1
Kestra Investment Services Provo, UT Aug 2017 - Current < 1
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Current 3
Morgan Stanley Provo, UT Jul 2014 - Current 3
Department Of Tresasury Phoenix, AZ Jan 2010 - Jul 2014 4
Us Airways Phoenix, AZ May 2009 - Jan 2010 < 1
Kpmg Gilbert, AZ Aug 2008 - Apr 2009 < 1
Tai Pan Trading Salt Lake City, UT Jan 2008 - Aug 2008 < 1
Integriview Provo, UT Jan 2006 - Aug 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2014
Contact Info for Keith C. Johnston
Phone Number: 800-214-8341
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    1,017
    MILLIONS
  • Total Number of Accounts
    3,689
    ACCOUNTS
  • Average Account Value
    $275,731
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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