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Arcadia Berjonneau Keane

8 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
152 advisors
Number of Clients
8,463 clients
Average Client Portfolio
$798K average
Assets Under Management
$6.8B

Fee Structure

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Location

1419 Highland Ave., Manhattan Beach, CA, 90266

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Arcadia is an independent insurance agent selling life insurance since 2018, dedicating a few hours per week to this activity. Arcadia is also involved in television production consulting, tax and estate planning, non-profit organizations, and runs Arcadia Advisors, LLC to conduct business, spending about a quarter of their time on this.

Employment History
Current Registrations
Mutual Securities, INC.
May 2019 - Present · 6 yrs 9 mos
Mutual Advisors, LLC
May 2019 - Present · 6 yrs 9 mos
Mutual Securities, INC.Broker
May 2019 - Present · 6 yrs 9 mos
Previous Registrations
First Allied Advisory Services, INC.
January 2018 - May 2019 · 1 yr 4 mos
Ira Wealth Management
January 2018 - July 2019 · 1 yr 6 mos
First Allied Securities, INC.Broker
August 2017 - May 2019 · 1 yr 9 mos
State Registrations7 states
CACOFLILMAORTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Arcadia Berjonneau Keane - Financial Advisor | TrueAdvisor