Brian Keith
Brian Keith is a registered investment advisor at Farmers Asset Management, LLC, based in Burbank, CA, with 18 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Farmers Asset Management (FAM) uses third-party managers like Orion Portfolio Solutions (OPS) and Brinker Capital Investments (BCI) to manage investments. FAM charges up to 1.00% of your portfolio, in addition to fees charged by OPS/BCI and any administrative/technology fees. The total investment management service fee will not exceed 2.25%. FAM does not have a minimum annual fee for investment management services.
Location
1903 N Glenoaks Blvd, Ste D, Burbank, CA, 91505
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 1995Customer Dispute
August 1994Employment History
Current Registrations
Farmers Asset Management, LLC
Farmers Financial Solutions, LLCBroker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Gunnallen Financial, INC
Gunnallen Financial, INCBroker
M.L. Stern & CO., LLC.Broker
M. L. Stern & CO, LLC.
J.P. Turner & Company, L.L.C.Broker
First Montauk Securities CORP.Broker
First Montauk Securities CORP.
Jackson National Life Distributors, INC.Broker
Chase Investment Services CORP.Broker
Prudential Securities IncorporatedBroker
Painewebber IncorporatedBroker
Smith Barney, Harris Upham & CO., IncorporatedBroker
Drexel Burnham Lambert IncorporatedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.