Keith Traffican, financial advisor Bethel Park PA
90 score

Keith Traffican

CRD Number: 6153551
Current Firm: Citizens Securities, Inc.

Keith Traffican (CRD# 6153551) is an Investment Advisor Representative working at Citizens Securities, Inc. in Bethel Park, PA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Citizens Securities, Inc. Pittsburgh, PA Apr 2017 - Current 1
Pnc Investments Greensburgh, PA Aug 2014 - Apr 2017 2
Pnc Bank Greensburgh, PA Aug 2014 - Apr 2017 2
Northwestern Mutual Investment Services, LLC Pittsburgh, PA Sep 2013 - Jul 2014 < 1
Northwestern Mutual Life Insurance Company Milwaukee, WI Jan 2013 - Jul 2014 1
The University Of Pittsburgh Pittsburgh, PA Sep 2009 - May 2013 3
Primeamerica Huntingron Valley, PA May 2011 - Sep 2011 < 1
A Sharp Production Huntington Valley, PA Jul 2007 - Sep 2011 4
Pennsbury School District Fairless Hills, PA Sep 2003 - Jun 2009 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2014
S63 Uniform Securities State Law Examination Jun 2014
Contact Info for Keith L. Traffican
Phone Number: 1-800-942-8300
Registered State(s):
  • FL
  • PA
By the Numbers
  • Total Assets Under Management
    3,586
    MILLIONS
  • Total Number of Accounts
    26,251
    ACCOUNTS
  • Average Account Value
    $136,605
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)
  • Other
Types of Clients
Registered States

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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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