Keith
Mahan
Stonecrest Wealth Management, Inc
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About this Advisor
Keith Mahan is a financial advisor based in Chandler, Arizona, working with Stonecrest Wealth Management, Inc. Keith has previously held positions at Stonecrest Wealth Management, LLC, Capital Analysts, Inc, Lincoln Investment, and Kingswood Capital Partners, LLC. Keith has passed the Series 63 regulatory exam and is registered to provide services in Arizona and Texas. Currently, Keith is part of Stonecrest Wealth Management, Inc, which operates out of Chandler, Arizona. The firm has 4 employees and manages assets totaling $243.2 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Stonecrest Wealth Management, Inc includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Stonecrest Wealth Management, Inc Brokerage Details
$243,186,706
4
848
$286,777
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Keith Mahan Work History
Stonecrest Wealth Management, LLC
Kingswood Capital Partners, LLC
Lincoln Investment
Capital Analysts, Inc
Disclosures
Please visit the SEC profile of Keith Mahan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Stonecrest Wealth Management, Inc
Chandler, AZ
Chandler, AZ
Chandler, AZ
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