Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Christopher Johnston is an investment advisor representative at Kestra Private Wealth Services, LLC with over 9 years of experience in the industry. Keith has a Series 66, Series 7 and SIE license. Keith has been registered with the state of Utah, and is active in Arizona, California, Colorado, Georgia, Idaho, Indiana, Kentucky, Massachusetts, Michigan, Missouri, Nevada, North Carolina, Oregon, Pennsylvania, Texas, Virginia, Washington, and Wyoming. Keith specializes in providing financial planning and investment advice to individuals, families, and businesses. Keith is a strong advocate for his clients and is committed to helping them achieve their financial goals. Keith currently works in the Austin, Texas branch of Kestra Private Wealth Services, LLC, and also has a branch location in American Fork, Utah. Keith has been actively involved with Brigham Young University and Utah Valley University, holding board and adjunct professor positions, respectively. Keith has been the CFO and Treasurer of White Cap Wealth Management since 2017.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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TX
08/14/2017 - Present
Kestra Private Wealth Services, LLC (AUSTIN TX)
UT
08/26/2014 - 08/11/2017
MORGAN STANLEY (PROVO UT)
BOTH
Issued 09/23/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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