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Keith Randolph Vernon

THE Clarius Group, LLC

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About Keith Randolph Vernon

Keith Vernon is a financial advisor with The Clarius Group, LLC. Keith has been a registered investment advisor since 1996 and has held the Series 6, 63, and 65 licenses. Keith's firm provides financial planning services to individuals, families, and businesses, as well as portfolio management services to individuals, families, and pooled investment vehicles. Keith Vernon is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.

Firm Information

Keith Vernon is currently registered with THE Clarius Group, LLC. THE Clarius Group, LLC is a Seattle, WA-based investment advisor with approximately $3.99 billion in regulatory assets under management. The firm provides financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles. They serve high-net-worth individuals, charitable organizations, and individuals other than high-net-worth.
THE Clarius Group, LLC

999 THIRD AVENUE, SUITE 3050

SEATTLE, WA 98104

$3.99B

Assets Under Management

Not reported

Total Clients

12

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.

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financial planning services

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

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Keith Vernon’s Registration & Firm History

WA

04/10/2015 - Present

THE Clarius Group, LLC (SEATTLE WA)

NE

03/29/1996 - 12/31/1997

LAUGHLIN GROUP ADVISORS, INC. (LINCOLN NE)

PA

08/13/1993 - 04/11/1994

VANGUARD MARKETING CORPORATION (MALVERN PA)

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Licenses & Designations

IA

Issued 07/21/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/26/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/12/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Keith Randolph Vernon.
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