Keith Dumas is a registered investment advisor, based in Bridgeport, WV, with 19 years of industry experience.
Location
205 Orchard Ave., Bridgeport, WV, 26330
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Keith is the owner and an independent insurance agent for various independent insurance companies through Premier Benefits Group LLC DBA Peak Capital Group LLC since 2007, spending a few hours per week. He is also the owner/financial professional utilizing the DBA name Peak Wealth Management LLC, dedicating minimal time, and the head coach of a soccer team, spending about a quarter of his time during the season.
Employment History
Current Registrations
Parkland Securities, LLCBroker
Spc
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Spc
Sammons Securities Company, LLCBroker
Fsc Securities CorporationBroker
Fsc Securities Corporation
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations8 states
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.