Keith B Hawk

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About Keith B Hawk

Keith graduated from Trenton State College with a BS in Finance. After graduation, Keith joined American Express Financial Advisors in Voorhees, NJ. He then joined MassMutual Financial Group in Bridgewater, NJ. In the fall of 2000, Keith decided he could serve his clients in a better way and created Hawk Financial Group.

As an independent financial advisor, Keith has conducted numerous complimentary no-cost informational seminars throughout New Jersey and Pennsylvania. The seminars covered social security, medicare, and retirement income planning.

As an investment adviser representative, Keith believes the financial relationship should always center around the client. That is why he adheres to the fiduciary standard of care for his clients. Keith holds a Series 65 license and keeps his clients' best interests first. He also adheres to a policy of no bias or conflict of interest.

See Disclosures

General Information

Firm Start Year

2000

No. of Employees

CRD#

3069413

Firm CRD#

144434

States Licensed in

NJ and PA

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Work with the following types of clients

Individual Investors

Advisory Services Provided

Tax Advice and Services, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

AAMS^®, Accredited Asset Management Specialist (AAMS®)

Securities Licenses

Series 65

Insurance and Annuity Licenses

Long Term Care, Life, Health, Annuity

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$50,000

Compensation Methods

Based on Assets

Education

Bachelor of Science - Business/Finance - Finance

Trenton State College
08/01/1995 -05/01/1999

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1884890/paladinregistry-Hawk-Financial-Group-detailed-disclosure.html

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Paladin Research Report For:

Hawk Financial Group