linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Keith Allen Vargo

Carnegie Investment Counsel

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Keith? Claim Your Profile

About Keith Allen Vargo

Keith Vargo is a financial advisor with Carnegie Investment Counsel. Keith has been in the industry since 1990. Keith holds the Series 7, 24, 27, and 63 securities licenses. Keith has experience working with clients such as high-net-worth individuals, corporations, and charitable organizations. Keith specializes in providing financial planning, pension consulting, and portfolio management services.

Firm Information

Keith Vargo is currently registered with Carnegie Investment Counsel. Carnegie Investment Counsel is an investment advisor based in PEPPER PIKE, OH, United States. The firm provides financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. They manage approximately $4,519,647,788 in regulatory assets under management for 7,293 total client accounts.
Carnegie Investment Counsel

30300 CHAGRIN BOULEVARD

PEPPER PIKE, OH 44124

$4.52B

Assets Under Management

Not reported

Total Clients

30

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Keith Vargo’s Registration & Firm History

OH

10/10/2017 - Present

Carnegie Investment Counsel (CLEVELAND OH)

OH

04/09/1996 - 12/06/2005

ROULSTON RESEARCH CORP. (CLEVELAND OH)

OH

03/21/1990 - 06/03/1996

ROULSTON RESEARCH CORP. (CLEVELAND OH)

Not sure if Keith Allen Vargo is right for you?

Licenses & Designations

BC

Issued 11/08/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/19/1992

Series 53 - Municipal Securities Principal Examination

BC

Issued 12/26/1991

Series 24 - General Securities Principal Examination

BC

Issued 05/09/1990

Series 27 - Financial and Operations Principal Examination

BC

Issued 03/17/1990

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Keith Allen Vargo.
Not sure if Keith Allen Vargo is right for you?