Keith Brandt, financial advisor San Diego CA
96 score

Keith Brandt

CRD Number: 1130422
Current Firm: Kestra Private Wealth Services, LLC

Keith Brandt (CRD# 1130422) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in San Diego, CA and has over 33 years of experience in the finance industry. Keith Brandt 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
Nfp Securities, Inc. San Diego, CA Feb 2014 - Current 2
Washington Wealth Management San Diego, CA Nov 2012 - Current 4
Lpl Financial, LLC San Diego, CA Nov 2012 - Feb 2014 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated San Bernadino, CA Mar 1983 - Nov 2012 29
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1983
S65 NASAA Investment Advisors Law Examination Jan 1994
Contact Info for Keith R. Brandt
Phone Number: 800-214-8341
Firm Website: http://washwm.com/
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    926
    MILLIONS
  • Total Number of Accounts
    3,545
    ACCOUNTS
  • Average Account Value
    $261,243
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
96
Clean Record
This advisor has a clean track record with regulators.

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