KB

Keith Beasley

11 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
11 advisors
Number of Clients
131 clients
Average Client Portfolio
$564.9M average
Assets Under Management
$74.0B
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Advisor Information

Office location

7272 Wisconsin Avenue, 21st Floor, Bethesda, MD, 20814

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Keith is the owner of Forward Capital Services, dedicating about 10-20% of his time to this role. He also serves as a director for The Glen Owners Association, Inc., spending minimal time on this activity.

Employment History
Current Registrations
Proshare Advisors LLC
January 2024 - Present · 2 yrs
Profunds Distributors, INC.
June 2023 - Present · 2 yrs 7 mos
Profunds Distributors, INC.Broker
June 2023 - Present · 2 yrs 7 mos
Previous Registrations
Nationwide Investment Services CorporationBroker
August 2020 - May 2023 · 2 yrs 9 mos
Nationwide Investment Advisors, LLC
August 2020 - May 2023 · 2 yrs 9 mos
ICMA Retirement Corporation
January 2016 - September 2019 · 3 yrs 8 mos
Icma-Rc Services, LLCBroker
December 2015 - September 2019 · 3 yrs 9 mos
First Investors CorporationBroker
October 2014 - April 2015 · 6 mos
AXA Advisors, LLC
September 2009 - February 2010 · 5 mos
AXA Advisors, LLC Broker
August 2009 - February 2010 · 6 mos
Citigroup Global Markets INC. Broker
February 2008 - May 2009 · 1 yr 3 mos
State Registrations2 states
MDVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.