Joseph Keenan (CRD# 5914884) is an Investment Advisor Representative working at Hillhurst Wealth Management LLC in West Hills, CA and has 1 year of experience in the finance industry. Joseph Keenan 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.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6724246
Modern Assets, LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The PFS designation was created to allow CPA holders to take additional education to gain experience and expertise in the broader topics of financial planning.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mc Legacy Group LLC | Westlake Village, CA | Nov 2021 - Current | 2 |
| Hillhurst Wealth Management LLC | West Hills, CA | May 2017 - Current | 6 |
| B2b Cfo | Los Angeles, CA | Nov 2020 - Oct 2021 | < 1 |
| Hughes Private Capital | Reno, NV | Jul 2019 - Aug 2020 | 1 |
| Bucks County Financial Planning Gro | Westlake Village, CA | Jul 2018 - Jan 2019 | < 1 |
| Unemployed | West Hills, CA | Nov 2016 - Apr 2017 | < 1 |
| Self-employed | West Hills, CA | Aug 2016 - Oct 2016 | < 1 |
| Crescent Capital Group LP | Los Angeles, CA | Jan 2011 - Jul 2016 | 5 |
- CA
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Total Assets Under Management0MILLIONS
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Total Number of Accounts4ACCOUNTS
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Average Account Value$38,272
- A percentage of assets under your management
- Hourly charges
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
CA
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