Keith
Barfield

Signal Securities, Inc

CRD#2005471
Investment Advisor
in Dallas, TX

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About this Advisor

Keith Barfield is a financial advisor based out of Dallas, Texas who has 9 years of relevant experience. Barfield is on the advisory team at Signal Securities, Inc. During their career, Barfield has held roles at Self-Employed Cpa, H.D. Vest Investment Securities, Inc, H.D. Vest Advisory Services and Signal Securities, Inc. Barfield has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Texas. Signal Securities, Inc is an advisory firm headquartered in Fort Worth, TX. The company has offices in 13 locations and a total of 42 employees. It administers $511 million in total assets between its 1,848 accounts, placing it among the bigger financial advisory firms in the United States by assets under management. Of its 1,848 client accounts, 28% belong to high-net-worth investors who have at least $1 million in assets. The firm offers a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors largely depend on the financial services offered. However, fee types billed by Signal Securities, Inc can consist of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

9 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

2727 Lbj Freeway Suite 900
Dallas, TX 75234

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Signal Securities, Inc Brokerage Details

Total Assets Under Management

$510,825,674

TX Average: $3,042,739,679
Total Number of Employees

42

TX Average: 49
Total Number of Accounts

1,848

TX Average: 2,315
Average Account Size

$276,421

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Keith Barfield Work History

Keith has been registered as a financial advisor for 9 years.*

2014 - Present (10 years)

Signal Securities, Inc

1984 - Present (40 years)

Self-Employed Cpa

2012 - 2013 (1 year)

H.D. Vest Advisory Services

1989 - 2013 (24 years)

H.D. Vest Investment Securities, Inc

*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 Barfield 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 Signal Securities, Inc

Jim Wagner
Dallas, TX
James Dougherty
Fort Worth, TX
Janet Mengis
Fort Worth, TX
Jim Chen
Amarillo, TX
John Oreilly
Lakeway, TX
Matthew Kunz
Milton, GA
Buddy Butler
Fort Worth, TX
Michael Shisler
Fort Worth, TX

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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