Keith Davis Location
Dayton, OH, US
Keith Davis Work
- 2022 - now Managing Partner @ Lake Forest Financial Advisors
- 2013 - now Registered Representative, IAR, Insurance Agent @ Principal Financial Group
- 2011 - 2013 Financial Advisor @ Eagle Strategies, LLC
- 2009 - 2013 Registered Representative @ NYLIFE Securities, LLC
- 2009 - 2013 Licensed Agent @ New York Life Insurance Company
- 1979 - 2009 Financial Advisor @ Penn Mutual Life, New England Financial, and Mass Mutual Life
Keith Davis Education
- Kent State University1975 - 1979
Keith Davis Skills
- Estate Planning
- Investments
- Marketing
- Fixed Annuities
- Finance
- Retirement
- Retirement Planning
- Long Term Care
- Disability Insurance
- Income Protection
Keith Davis Summary
Keith Davis, based in Dayton, OH, US, is currently a Managing Partner at Lake Forest Financial Advisors. Keith Davis brings experience from previous roles at Principal Financial Group, Eagle Strategies, LLC, NYLIFE Securities, LLC and New York Life Insurance Company. Keith Davis holds a 1975 - 1979 Kent State University. With a robust skill set that includes Estate Planning, Investments, Marketing, Fixed Annuities, Finance and more. Keith Davis has 2 mobile phone numbers on RocketReach.
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