Keith DumasCRD Number: 4622867
Current Firm: Cambridge Investment Research Advisors, Inc.
Keith Dumas (CRD# 4622867) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Bridgeport, WV and has over 10 years of experience in the finance industry.
Centaurus Financial, Inc.
Allegheny Investments, Ltd.
Northwestern Mutual Investment Services,llc
|Cambridge Investment Research, Inc.||Fairfield, IA||May 2014 - Current||3|
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||May 2014 - Current||3|
|Mountain St Bc-bs||Clarksburg, WV||Jun 2007 - Current||10|
|Premier Benefits Group, LLC||Bridgeport, WV||Jun 2007 - Current||10|
|Spc||Ann Arbor, MI||Sep 2009 - May 2014||4|
|Sammons Securities Company, LLC||Ann Arbor, MI||Jun 2009 - May 2014||4|
|Fsc Securities||Bridgeport, WV||Dec 2007 - Jun 2009||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2007|
Total Assets Under Management28,722MILLIONS
Total Number of Accounts168,526ACCOUNTS
Average Account Value$170,429
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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