Keith T. Mcgowan

AMERICAN ADVISORS LLC

Langhorne, PA

Some features on this profile are disabled

CRD#: 5144401

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.

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.

Question & Answer

What are your service offerings?

Investment Planning

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.

Keith McGowan manages a family partnership through McGowan Enterprises.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Keith Thomas Mcgowan's 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®

CFP^®

Certified Financial Planner

Start date: 2016

Experience

Current

August 1, 2016 - Present

AMERICAN ADVISORS LLC

RIA

CRD#: 284250

Langhorne, PA

Past

May 23, 2006 - May 2, 2011

MCGOWAN INVESTORS, L.P.

CRD#: 127813

PHILADELPHIA, PA

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

Pennsylvania
(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

State Security Law Exam

IAR

Series 65

Date: 4/6/2016

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 9/24/2004

General Securities Representative Examination

Current Firm

AMERICAN ADVISORS LLC

CRD#: 284250 / SEC#:

Pennsylvania

Registered Investment Advisory firm - (8/1/2016 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

Langhorne, PA

Mailing Address

Phone number

(267) 352-3392

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	14
AUM (Assets Under Management)	$ 6,198,310

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.

Contact information

(xxx) xxx-xxxx

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Keith T. Mcgowan

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Keith Thomas Mcgowan's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERICAN ADVISORS LLC

MCGOWAN INVESTORS, L.P.

State Registrations and Notice Filings

Exams

Series 65

Date: 4/6/2016

Series 7

Date: 9/24/2004

Current Firm

AMERICAN ADVISORS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

AMERICAN ADVISORS LLC

TRUST BUT VERIFY

Contact information

Similar Advisors