Keith Lindell Haskell
CFP®Professional Summary
Keith Lindell Haskell, CFP®, who also goes by Keith Lindell Sears Haskell, Keith Lindell Haskell, is a registered financial advisor currently at DOBSON STREET LLC located in Orlando, Florida. Keith is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Keith has worked at 7 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Keith Lindell Sears Haskell, Keith Lindell Haskell
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Credentials
Years of Experience
36 years in the financial services industry
Current & Past Employments
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Current Firm
DOBSON STREET LLC
Contact Information
Main Address
1531 Aloma Avenue, Winter Park, FL 32789Phone Number
(407) 765-5446# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
82AUM (Assets Under Management)
$8,545,782Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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State Registrations and Notice Filings
(2/23/2018)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Dec 1989About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Keith Lindell Haskell's CRS (Customer Relationship Summary).
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