KH
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
4 advisors
Number of Clients
382 clients
Average Client Portfolio
$116K average
Assets Under Management
$44.1M
Fee Structure
Minimum Investment:$25K
There is no fee information provided in this brochure.
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Advisor Information
Office location
Akron, OH
Get directionsRegulatory History (2)
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Regulatory
December 2020Final
Criminal
February 1992Final Disposition
Other Business ActivitiesSells Insurance
Keith is a partner in Jagged Edge Sports LLC, providing core training for athletes, dedicating about 10-20% of his time. He is also a producer for Financial Resources of America and owner of Harris Financial Solution, selling all forms of life insurance and annuities, and president of DRIP LLC, which buys and sells residential real estate, dedicating about 10-20% of his time.
Employment History
Current Registrations
Bcd Advisors
March 2016 - Present · 9 yrs 10 mos
Previous Registrations
Investments for You, INC.Broker
October 2013 - March 2016 · 2 yrs 5 mos
Alton Securities Group INC.Broker
May 2013 - October 2013 · 5 mos
Nylife Securities LLCBroker
September 2012 - May 2013 · 8 mos
State Registrations6 states
CAILMONVOHTX
Advisor
Exams
No exam information available for this advisor.