Keith Hearns (CRD# 2024612) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in New Lenox, IL and has over 32 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5569194
Amplify Investments LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Advisers LLC | Schaumburg, IL | Jun 2023 - Current | < 1 |
| Cetera Advisor Networks LLC | El Segundo, CA | Sep 2019 - Current | 4 |
| James Hearns And Associates | New Lenox, IL | Sep 1986 - Current | 37 |
| Summit Financial Group Inc. | Boca Raton, FL | Sep 2016 - May 2021 | 4 |
| Summit Brokerage Services, Inc. | New Lenox, IL | Sep 2016 - Sep 2019 | 3 |
| Vsr Advisory Services, Inc. | Overland Park, KS | Sep 2010 - Sep 2016 | 6 |
| Vsr Financial Services, Inc. | Overland Park, KS | Nov 1990 - Sep 2016 | 25 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1992 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2010 |
- IL
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- 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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