Brian KeatingCRD Number: 1429467
Current Firm: Shorepoint Capital Partners LLC
Brian Keating (CRD# 1429467) is an Investment Advisor Representative working at Shorepoint Capital Partners LLC in Stoughton, MA and has over 21 years of experience in the finance industry. Brian Keating 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.
Walnut Hill Advisors, LLC
|Shorepoint Capital Partners LLC||Stoughton, MA||Jul 2014 - Current||2|
|Orienteer Financial, Inc.||Essex, MA||Jul 1996 - Current||20|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1994|
Total Assets Under Management208MILLIONS
Total Number of Accounts684ACCOUNTS
Average Account Value$303,796
- 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
- Pension consulting services
- Publication of periodicals or newsletters
CA, MA, NY, RI, TX
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