Keith Degreen, financial advisor Scottsdale AZ
86 score

Keith Degreen

CRD Number: 1336852
Current Firm: Degreen Capital Management, LLC

Keith Degreen (CRD# 1336852) is an Investment Advisor Representative working at Degreen Capital Management, LLC in Scottsdale, AZ and has over 33 years of experience in the finance industry. Keith Degreen 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
First Financial Equity Corporation Scottsdale, AZ Jan 2010 - Current 8
Kfyi Radio Announcer Phoenix, AZ Jan 2010 - Current 8
Degreen Capital Management Chagrin Falls, OH Apr 2008 - Current 10
Degreen Consulting Chagrin Falls, OH Nov 2004 - Current 13
Keith Degreen Productions Chagrin Falls, OH Jun 1990 - Current 27
Safeguard Securities, Inc. Cleveland, OH Nov 2008 - Dec 2009 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1985
S65 NASAA Investment Advisors Law Examination Sep 1998
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Keith P. Degreen
Phone Number: 480-609-9901
Firm Website: http://www.degreen.com
Registered State(s):
  • AZ
  • TX
By the Numbers
  • Total Assets Under Management
    224
    MILLIONS
  • Total Number of Accounts
    589
    ACCOUNTS
  • Average Account Value
    $379,627
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ

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BADGES
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