Carol York

from Keystone Private Wealth
SEC regulated
Regulated Investment Advisor
Carol York is a financial advisor based in California, Palm Desert, with 28 years of experience. Carol currently works for Keystone Private Wealth. Carol maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S66 (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Carol York works at Keystone Private Wealth
Keystone Private Wealth is a financial advisory firm based in Palm Desert, California. It currently has approximately $513,054,704 of assets under management and employs about 10 people. Keystone Private Wealth uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Combined State Law Examination (S66)
Years registered
12 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
73575 El Paseo, Suite 2300, Palm Desert, California, 92260

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