Keith Tatlock (CRD# 4936301) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in East Longmeadow, MA and has over 18 years of experience in the finance industry. Keith Tatlock has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4297910
Milestone Asset Management Group, LLC
CRD# 2756063
Advice And Planning Services
CRD# 4385290
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield, IA | Feb 2020 - Current | 4 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Feb 2020 - Current | 4 |
| Commonwealth Financial Network | Waltham, MA | Feb 2016 - Feb 2020 | 4 |
| U.s. Air Force Ang | Westfield, MA | Aug 1996 - Dec 2019 | 23 |
| Metlife Securities Inc. | East Longmeadow, MA | Jan 2015 - Feb 2016 | 1 |
| New England Securities | Agawam, MA | Mar 2005 - Feb 2016 | 10 |
| New England Financial | Agawam, MA | Mar 2005 - Feb 2016 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2005 |
- MA
- TX
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Total Assets Under Management87,369MILLIONS
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Total Number of Accounts448,526ACCOUNTS
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Average Account Value$194,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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