Keith Haskell is a CFP-designated registered investment advisor at Dobson Street LLC, based in Orlando, FL, with 36 years of industry experience. Keith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 60 clients with $8.3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Dobson Street's investment management fees are based on the value of your portfolio. The specific fee schedule is detailed in the Wealth Management Agreement. You can cancel the agreement within five business days for a full refund. After that, you can cancel with 30 days' written notice.
Location
1650 Sand Lake Road #115, Orlando, FL, 32809
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Keith is involved in several business activities, including working with Wilbanks Securities Advisory and as a Certified Financial Planner. He also serves as Chairman of the Finance Committee and Treasurer for Pines Castle United Methodist Church, and as a Sr. Tax Advisor for Bee Square Tax Service, and as an agent for Associate Diversified Brokerage.
Employment History
Current Registrations
Dobson Street LLC
Previous Registrations
Cabot Lodge Securities LLCBroker
Wilbanks Securities Advisory
Wilbanks Securities, INC.Broker
Brookstone Investment Advisory Services
Brookstone Securities, INC.Broker
H.D. Vest Advisory Services, INC
H.D. Vest Investment ServicesBroker
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.