Keith Burden (CRD# 3239692) is an Investment Advisor Representative working at Citizens Securities, Inc. in Wakefield, RI and has over 24 years of experience in the finance industry.
CRD# 5089860
Lansdowne Wealth Management, LLC
CRD# 4579297
Upper Left Wealth Management, LLC
CRD# 5430557
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Citizens Securities Inc. | Narragansett, RI | Feb 2022 - Current | 2 |
| Citizens Securities, Inc. | Narragansett, RI | Apr 2018 - Feb 2022 | 3 |
| First Dominion Capital Corp | Richmond, VA | Jan 2017 - Apr 2018 | 1 |
| Resq Investment Partners, LLC | Scottsdale, AZ | Jan 2017 - Apr 2018 | 1 |
| Tsc Distributors, LLC | Boston, MA | Aug 2015 - Dec 2016 | 1 |
| Palmetto Advisory Group | Kiawah Island, SC | Mar 2014 - Aug 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1999 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2014 |
- AL
- AK
- AZ
- AR
- CA
- CO
- CT
- DE
- DC
- FL
- GA
- HI
- ID
- IL
- IN
- IA
- KS
- KY
- LA
- ME
- MD
- MI
- MN
- MS
- MO
- MT
- NE
- NV
- NH
- NJ
- NM
- NY
- NC
- ND
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TX
- UT
- VT
- VA
- WA
- WV
- WI
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Total Assets Under Management7,314MILLIONS
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Total Number of Accounts47,222ACCOUNTS
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Average Account Value$154,888
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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