KB
KB

Keith Beasley

11 Years of Experience
Broker

Keith Beasley is a registered investment advisor at Proshare Advisors LLC, based in Bethesda, MD, with 11 years of industry experience. Keith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 131 clients with $74B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
12 advisors
IM Fee
Planning only
Assets Under Management
$74.0B
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Location

7272 Wisconsin Avenue, 21st Floor, Bethesda, MD, 20814

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Keith is the owner of Forward Capital Services, dedicating about 10-20% of his time to this role. He also serves as a director for The Glen Owners Association, Inc., spending minimal time on this activity.

Employment History
Current Registrations
Proshare Advisors LLC
January 2024 - Present · 2 yrs 3 mos
Profunds Distributors, INC.
June 2023 - Present · 2 yrs 10 mos
Profunds Distributors, INC.Broker
June 2023 - Present · 2 yrs 10 mos
Previous Registrations
Nationwide Investment Services CorporationBroker
August 2020 - May 2023 · 2 yrs 9 mos
Nationwide Investment Advisors, LLC
August 2020 - May 2023 · 2 yrs 9 mos
ICMA Retirement Corporation
January 2016 - September 2019 · 3 yrs 8 mos
Icma-Rc Services, LLCBroker
December 2015 - September 2019 · 3 yrs 9 mos
First Investors CorporationBroker
October 2014 - April 2015 · 6 mos
AXA Advisors, LLC
September 2009 - February 2010 · 5 mos
AXA Advisors, LLCBroker
August 2009 - February 2010 · 6 mos
Citigroup Global Markets INC.Broker
February 2008 - May 2009 · 1 yr 3 mos
State Registrations2 states
MDVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.