Keith E. Laibson

FAMILY WEALTH PARTNERS CONCORD,

Concord, NC 28025

Some features on this profile are disabled

CRD#: 2653793

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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Keith Eric Laibson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 9, 2009 - Present

FAMILY WEALTH PARTNERS CONCORD, INC

Office #1: 1028 Lee-ann Drive, Suite 218, Concord, NC 28025

RIA

CRD#: 148015

Concord, NC

Current

May 2, 2017 - Present

MATSON MONEY, INC.

Office #1: 1028 Lee-ann Drive Concord, Concord, NC 28025

RIA

CRD#: 110425

Concord, NC

Past

January 3, 2005 - October 13, 2008

UVEST FINANCIAL SERVICES GROUP, INC.

RIA

CRD#: 13787

CONCORD, NC

Past

January 3, 2005 - December 31, 2010

UVEST FINANCIAL SERVICES GROUP, INC.

CRD#: 13787

CONCORD, NC

Past

June 11, 2001 - January 10, 2005

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

CHARLOTTE, NC

Past

July 21, 1997 - January 10, 2005

MML INVESTORS SERVICES, LLC

CRD#: 10409

SPRINGFIELD, MA

Past

September 12, 1995 - April 25, 1997

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MATSON MONEY, INC.

ABUNDANCE TECHNOLOGIES, INC. | MATSON MONEY, INC. | MATRIX ASSET ALLOCATION INC | MATRIX ASSET ALLOCATION

CRD#: 110425 / SEC#: 801-40176

RIA

Registered Investment Advisory firm - (12/5/1991 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

North Carolina
(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

State Security Law Exam

IAR

Series 65

Date: 4/9/2001

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/22/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 62

Date: 9/29/2008

Corporate Securities Limited Representative Examination

General Industry/Product Exam

Series 6

Date: 9/11/1995

Investment Company Products/Variable Contracts Representative Examination

Current Firm

MATSON MONEY, INC.

ABUNDANCE TECHNOLOGIES, INC. | MATSON MONEY, INC. | MATRIX ASSET ALLOCATION INC | MATRIX ASSET ALLOCATION

CRD#: 110425 / SEC#: 801-40176

RIA

Registered Investment Advisory firm - (12/5/1991 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

5955 Deerfield Blvd., Mason, OH 45040

Mailing Address

Phone number

(513) 204-8000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MATSONMONEYADV_PART2 (7/19/2025)

Regulatory assets under management

Total Number of Accounts	30,142
AUM (Assets Under Management)	$ 20,570,944,739

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Jessica Williams

VANGUARD ADVISERS, INC.

IAR

CHARLOTTE, NC

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Keith E. Laibson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Keith Eric Laibson's CRS (Customer Relationship Summary).

Certified licenses

Experience

MATSON MONEY, INC.

UVEST FINANCIAL SERVICES GROUP, INC.

UVEST FINANCIAL SERVICES GROUP, INC.

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

PRUCO SECURITIES, LLC.

Primary Firm SEC Registration

MATSON MONEY, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 4/9/2001

Series 63

Date: 7/22/1997

Series 62

Date: 9/29/2008

Series 6

Date: 9/11/1995

Current Firm

MATSON MONEY, INC.

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MATSON MONEY, INC.

TRUST BUT VERIFY

Similar Advisors