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 Business Owners, Education Planning, Estate Planning, High Net Worth, and 5 more. Their firm serves 62 clients with $8.5M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | Included |
Portfolio management fees are negotiated individually and detailed in Item 12 of the client's Wealth Management Agreement.
Fee Estimator
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.
Exams
More Advisors
- Rebecca Robey, CFPStonebridge Financial Planning Group, LLC
- Carlton Stokes, CFPSchwab Wealth Advisory, INC.
- Jacob Carris, CFA, CFPJake Carris Financial Planning
- Allison Young, CFPStonebridge Financial Planning Group, LLC
- Bruce Baltich, ChFCState Farm Investment Management CORP.
- Alberto Herran, ChFCAmeriprise Financial Services, LLC