KH
Keith Harris
BCD ADVISORS
ST. LOUIS, MO 63146
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CRD#: 5831728
KH
Professional summary
Keith Harris is a registered financial advisor currently at BCD ADVISORS located in St. Louis, Missouri.
Keith is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Keith has worked at 4 firms and has passed the Series 65, Series 63, SIE 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.
1.) JAGGED EDGE SPORTS LLC, 7645 MAGNA DRIVE, #1, BELLEVILLE, IL 62223, NOT INVESTMENT RELATED, SINCE 8/2012; PARTNER IN FIRM THAT PROVIDES CORE TRAINING FOR ATHLETES OF EVERY SPORT, 18 HRS/MO. 2.) FINANCIAL RESOURCES OF AMERICA,805 W. HIGHWAY 50, O'FALLON, IL 62269; INVESTMENT RELATED, SINCE 6/1998, PRODUCER, ALL FORMS OF LIFE INSURANCE AND ANNUITIES. 3.) HARRIS FINANCIAL SOLUTION, 5720 N. BELT WEST #20-276, BELLEVILLE, IL 62226; INVESTMENT RELATED, OWNER SINCE 6/2008, ALL FORMS OF INSURANCE, ANNUITIES. 4) DRIP LLC; Investment related: No; Location: 5720 N. Belt W #20-276 Belleville, Il 62226; Description: An LLC that buys and sells residential real estate. Keith is not a licensed real estate agent or broker.; Position Title: President; Responsibilities: Engages in the purchase, renovation and sale of residential real estate. ; Start date: 2017-02-27; Hours during trading hours: 0; Hours outside trading hours: 20. 5) Inside The Jersey; President; Not Investment Related; Location: 5720 North Belt West 20-276 Bellevillle IL 62226; Description: College planning tools for student-athletes; Responsibilities: Chief of Operations; Start date: 2025-04-14; 1 Hour per month during trading hours; 8 Hours per month outside trading hours; Percentage of total yearly compensation: 10.
CRS (Client Relationship Summary) - RIA
Click below to view Keith Harris'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®
NoneExperience
Current
March 28, 2016 - Present
BCD ADVISORS
Office #1: 2 City Place Suite 200;, St. Louis, MO 63146RIA
CRD#: 169468
ST. LOUIS, MO
Past
October 31, 2013 - March 30, 2016
INVESTMENTS FOR YOU, INC.
BD
CRD#: 29257
MARYSVILLE, OH
Past
May 29, 2013 - October 9, 2013
ALTON SECURITIES GROUP INC.
BD
CRD#: 39639
ALTON, IL
Past
September 12, 2012 - May 24, 2013
NYLIFE SECURITIES LLC
BD
CRD#: 5167
CREVE COEUR, MO
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
California(3/28/2016)
IAR
Illinois(3/30/2016)
IAR
Missouri(12/2/2020)
IAR
Nevada(7/17/2024)
IAR
Ohio(9/1/2024)
IAR
Texas(1/31/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
BA
BCD ADVISORS
BCD ADVISORS | KILIVRIS, ROBERT DAVID | BEACON CAPITAL DISTRIBUTORS, INC. | BEACON CAPITAL DISTRIBUTORS INC. | BEACON CAPITAL DISTRIBUTORS ADVISORS
CRD#: 169468 / SEC#:
California
Registered Investment Advisory firm - (3/28/2016 Approved)Illinois
Registered Investment Advisory firm - (3/30/2016 Approved)Michigan
Registered Investment Advisory firm - (9/16/2014 Approved)Mississippi
Registered Investment Advisory firm - (3/14/2022 Approved)Missouri
Registered Investment Advisory firm - (1/5/2017 Approved)Nevada
Registered Investment Advisory firm - (6/3/2024 Approved)New Hampshire
Registered Investment Advisory firm - (12/3/2020 Terminated)North Carolina
Registered Investment Advisory firm - (3/1/2023 Approved)Ohio
Registered Investment Advisory firm - (1/13/2014 Approved)Texas
Registered Investment Advisory firm - (1/31/2022 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Akron, OH
Mailing Address
Phone number
(855) 874-5188
Established
Firm type
Fiscal year end
# of Employees
4
Regulatory assets under management
| Total Number of Accounts | 382 |
| AUM (Assets Under Management) | $ 44,134,300 |
Red Flags
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Company Information
BCD ADVISORS
CRD#: 169468St. Louis, MO 63146TRUST BUT VERIFY
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