Keith Graves is a registered investment advisor at USA First Financial, based in Indianapolis, IN, with 23 years of industry experience. Keith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients with $89M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
838 N Delaware, Indianapolis, IN, 46204
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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.
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Keith owns a rental property since 2019 and leads Indianapolis Council District 13. Both activities are not investment-related and require minimal time.
Employment History
Current Registrations
USA First Financial
Previous Registrations
USA First Financial
TD Ameritrade, INC.
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.Broker
Scottrade Investment Management
Scottrade, INC.Broker
Banc One Securities CorporationBroker
Charles Schwab & CO., INC.Broker
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.