William
Keith
American Independent Securities Group, LLC
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About this Advisor
William Keith is a financial advisor based in Eagle, Idaho, working with American Independent Securities Group, LLC. William has previously held positions at Cuso Financial Services, L.P, Onpoint Community Credit Union, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors Inc, and American Independent Securities Group. William has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Oregon. Currently, William is part of American Independent Securities Group, LLC, which operates out of Eagle, Idaho. The firm has 28 offices and 33 employees. The firm manages assets totaling $513.3 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at American Independent Securities Group, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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American Independent Securities Group, LLC Brokerage Details
$513,341,332
33
2,830
$181,393
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
William Keith Work History
American Independent Securities Group
Raymond James Financial Services, Inc
Raymond James Financial Services Advisors Inc
Onpoint Community Credit Union
Cuso Financial Services, L.P
Disclosures
Please visit the SEC profile of William Keith 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 American Independent Securities Group, LLC
Wisconsin Dells, WI
Eagle, ID
Eagle, ID
Wichita, KS
Eagle, ID
Spokane, WA
Eagle, ID
Eagle, ID
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