Keith Thomas Mcgowan
CFP®Professional Summary
Keith Thomas Mcgowan, CFP® is a registered financial advisor currently at AMERICAN ADVISORS LLC located in Langhorne, Pennsylvania. Keith is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Keith has worked at 2 firms and has passed the Series 65 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Investment Management
Biography
We are a comprehensive finanncial planning firm and an investment manager. We are designed in a manner that allows us to provide state of the art investment services and also provide finanical advice to those that normally overlooked by the advice industry. We have various affiliations including the CFP® Board, XY Planning Network, Financial Planning Association, and National Association of Personal Financial Advisors.
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
Direct
(xxx) xxx-xxxx
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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
22 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
AMERICAN ADVISORS LLC
Contact Information
Main Address
Langhorne, PAPhone Number
(267) 352-3392# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
14AUM (Assets Under Management)
$7,200,102Similar 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
(8/1/2016)
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.
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CRS (Client Relationship Summary) - RIA
Click below to view Keith Thomas Mcgowan's CRS (Customer Relationship Summary).
Services Offered by Keith
- Investment Management
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