Keith
Hays
Cypress Capital, LLC
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About this Advisor
Keith Hays is a financial advisor operating in Franklin, Tennessee with a total of 9 years of relevant experience. Hays is an employee of Cypress Capital, LLC. Over the course of their career, Hays has held roles at Hays Advisory, LLC, Cypress Capital, LLC, Hays Capital Management, LLC and Cypress Capital Advisors, LLC. Hays maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Tennessee. Cypress Capital, LLC is a registered investment company based out of Franklin, TN. It administers $399 million in assets across its 1,566 customer accounts, placing it among the bigger financial advisory firms in the country by assets under management. The firm advises two charitable organizations. Of its 1,566 accounts, 26% are associated with high-net-worth investors who have more than $1 million in investable assets. The company has a broad range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and other services. Financial management fee schedules usually depend on the financial services. Fees billed by Cypress Capital, LLC most likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cypress Capital, LLC Brokerage Details
$398,868,300
11
1,566
$254,705
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
- Publication of periodicals or newsletters
- Other
Keith Hays Work History
Keith has been registered as a financial advisor for 9 years.*
Cypress Capital, LLC
Cypress Capital Advisors, LLC
Hays Advisory, LLC
Hays Capital Management, LLC
Hays Advisory, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Keith Hays 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 Cypress Capital, LLC
Franklin, TN
Franklin, TN
Franklin, TN
Franklin, TN
Franklin, TN
Franklin, TN
Franklin, TN
Franklin, TN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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