Keith Eric Laibson
Professional Summary
Keith Eric Laibson is a registered financial advisor currently at FAMILY WEALTH PARTNERS CONCORD, INC located in Concord, North Carolina and MATSON MONEY, INC. located in Concord, North Carolina. Keith is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Keith has worked at 5 firms and has passed the Series 65, Series 63, Series 62 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
31 years in the financial services industry
Current & Past Employments
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Current Firm
ABUNDANCE TECHNOLOGIES, INC. | MATSON MONEY, INC. | MATRIX ASSET ALLOCATION INC | MATRIX ASSET ALLOCATION
Contact Information
Main Address
5955 Deerfield Blvd., Mason, OH 45040Phone Number
(513) 204-8000# of Employees
69SEC notice filing (52 States and Territories)
Registered to provide investment advisory services in 52 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
29,979AUM (Assets Under Management)
$24,328,585,878Similar 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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Primary Firm SEC Registration
ABUNDANCE TECHNOLOGIES, INC. | MATSON MONEY, INC. | MATRIX ASSET ALLOCATION INC | MATRIX ASSET ALLOCATION
State Registrations and Notice Filings
(3/9/2009)
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 62 — Corporate Securities Limited Representative Examination
Passed Sep 2008Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Sep 1995About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Keith Eric Laibson's CRS (Customer Relationship Summary).
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