Keith Francis Schmitt
Lid van de Investeringscommissie bij Kelman-Lazarov, Inc.
Profiel
Mr. Keith F.
Schmitt is a Director of Financial Planning at Kelman-Lazarov, Inc. He is also a Senior Financial Advisor & Shareholder.
He leads, guides and coordinates the firm’s financial planning, consulting and strategic investing activities.
He joined Kelman-Lazarov in 2008 and became a partner in 2019.
He received his undergraduate degree from the University of Memphis and an MBA from the University of Memphis.
He is a Certified Retirement Counselor.
He has passed his Series 7 (Securities) and Series 66 (Investment Advisor) securities industry licenses as well as a variety of state insurance licenses.
Actieve functies van Keith Francis Schmitt
| Bedrijven | Functie | Begin |
|---|---|---|
Kelman-Lazarov, Inc.
 Kelman-Lazarov, Inc. Investment ManagersFinance Kelman-Lazarov, Inc. (Kelman-Lazarov) is an independent, SEC-registered investment advisor headquartered in Memphis, Tennessee. The firm was founded by Martin Kelman and Ronald Lazarov in 1979. Kelman-Lazarov offers financial planning and investment advisory services individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. | Lid van de Investeringscommissie | 01-09-2008 |
Opleiding van Keith Francis Schmitt
| University of Memphis | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 1 |
|---|---|
Kelman-Lazarov, Inc.
Kelman-Lazarov, Inc. Investment ManagersFinance Kelman-Lazarov, Inc. (Kelman-Lazarov) is an independent, SEC-registered investment advisor headquartered in Memphis, Tennessee. The firm was founded by Martin Kelman and Ronald Lazarov in 1979. Kelman-Lazarov offers financial planning and investment advisory services individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. | Finance |
