Robert Keith, financial advisor Santa Barbara CA

Robert Keith

CRD Number: 265112
Current Firm: Laguna Capital Management, Inc.

Robert Keith (CRD# 265112) is an Investment Advisor Representative working at Laguna Capital Management, Inc. in Santa Barbara, CA and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Purshe Kaplan Sterling Investments Albany, NY Dec 2015 - Current 6
Laguna Capital Management, Inc. Santa Barbara, CA Jun 2015 - Current 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
Contact Info for Robert K. Keith
Phone Number: 805-969-9935
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Pension consulting services
Types of Clients
Registered States


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