Robert Keith (CRD# 265112) is an Investment Advisor Representative working at Laguna Capital Management, Inc. in Santa Barbara, CA and has over 28 years of experience in the finance industry.
CRD# 5656946
The Lynd Group Advisors, LLC
CRD# 4850609
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4851789
Lincoln Financial Advisors Corporation
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Laguna Capital Management, Inc. | Santa Barbara, CA | Jun 2015 - Current | 8 |
| Purshe Kaplan Sterling Investments | Albany, NY | Dec 2015 - Aug 2023 | 7 |
| Keith Limited Family Partnership | Santa Barbara, CA | Jan 2001 - Dec 2017 | 16 |
| Lpl Financial LLC | Santa Barbara, CA | Sep 2009 - Dec 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1995 |
- CA
-
Total Assets Under Management71MILLIONS
-
Total Number of Accounts319ACCOUNTS
-
Average Account Value$221,208
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
CA, NE, OK
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