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Lisa Diane Beaty

Keystone Private Wealth

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About Lisa Diane Beaty

Lisa Beaty is a financial advisor at Keystone Private Wealth. Lisa has been in the financial services industry since 2006. Lisa has a wide range of experience in financial planning and asset management. Lisa holds the Series 66, Series 7, and Series 31 licenses. Lisa is registered to offer investment advice in Alaska, Arizona, California, Colorado, and Oregon.

Firm Information

Lisa Beaty is currently registered with Keystone Private Wealth. Keystone Private Wealth is an investment advisory firm located in Palm Desert, CA. They specialize in providing financial planning, pension consulting, and portfolio management services to high-net-worth individuals, corporations, and charitable organizations. Their team of licensed agents and investment advisor representatives manages over $692 million in assets for their clients.
Keystone Private Wealth

73575 EL PASEO

PALM DESERT, CA 92260

$692.12M

Assets Under Management

Not reported

Total Clients

10

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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Lisa Beaty’s Registration & Firm History

CA

07/01/2021 - Present

Keystone Private Wealth (PALM DESERT CA)

CA

06/19/2014 - 03/01/2021

PURSHE KAPLAN STERLING INVESTMENTS (PALM DESERT CA)

CA

06/01/2009 - 05/07/2014

MORGAN STANLEY (INDIAN WELLS CA)

CA

04/02/2007 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (PALM DESERT CA)

CA

01/16/2006 - 04/02/2007

MORGAN STANLEY DW INC. (PALM DESERT CA)

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Licenses & Designations

BOTH

Issued 02/17/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/10/2006

Series 31 - Futures Managed Funds Examination

BC

Issued 01/13/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lisa Diane Beaty.
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