Shane Keith is a CFP-designated registered investment advisor, based in Payson, AZ, with 12 years of industry experience.
Location
630 East Hwy 260, Payson, AZ, 85541
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 Activities
Shane is a board member of RVN3 Foundation, dedicating minimal time. He also works full-time as a registered representative with KDI Wealth Management and an investment advisor representative with Kestra Advisory Services.
Employment History
Current Registrations
Kestra Investment Services, LLCBroker
Kestra Advisory Services, LLC
Kestra Investment Services, LLC
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Vanguard Marketing CorporationBroker
State Registrations42 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.