Keith Lum, Crps®

Keith Lum, Crps® Email and Phone Number

First Vice President - Wealth Management @ UBS
Cincinnati, OH, US
Keith Lum, Crps®'s Location
Cincinnati, Ohio, United States, United States
Keith Lum, Crps®'s Contact Details

Keith Lum, Crps® work email

Keith Lum, Crps® personal email

n/a

Keith Lum, Crps® phone numbers

About Keith Lum, Crps®

I joined The Ellis Group in 2006 with more than 20 years of financial services experience. At The Ellis group, we have one priority – to offer our clients the understanding, financial expertise and transparency they need today. Utilizing personalized planning and investing, we guide you and your family through your personal and professional wealth challenges. My role on our team is to deliver a wholistic strategic financial plan./*********/**These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**

Keith Lum, Crps®'s Current Company Details
UBS

Ubs

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First Vice President - Wealth Management
Cincinnati, OH, US
Website:
nyftyfitness.com
Employees:
28
Keith Lum, Crps® Work Experience Details
  • Ubs
    First Vice President - Wealth Management
    Ubs
    Cincinnati, Oh, Us
    View
  • Ubs
    Vice President - Wealth Management
    Ubs Jan 2005 - Present
    Private Wealth Advisor
    View
  • Fund Evaluation Group, Llc
    Vice President
    Fund Evaluation Group, Llc Feb 1998 - Feb 2004
    View

Keith Lum, Crps® Skills

Retirement Planning Portfolio Management Wealth Management Strategic Financial Planning Series 7 Series 66

Keith Lum, Crps® Education Details

Frequently Asked Questions about Keith Lum, Crps®

What company does Keith Lum, Crps® work for?

Keith Lum, Crps® works for Ubs

What is Keith Lum, Crps®'s role at the current company?

Keith Lum, Crps®'s current role is First Vice President - Wealth Management.

What is Keith Lum, Crps®'s email address?

Keith Lum, Crps®'s email address is ke****@****ubs.com

What is Keith Lum, Crps®'s direct phone number?

Keith Lum, Crps®'s direct phone number is +121271*****

What schools did Keith Lum, Crps® attend?

Keith Lum, Crps® attended Xavier University.

What skills is Keith Lum, Crps® known for?

Keith Lum, Crps® has skills like Retirement Planning, Portfolio Management, Wealth Management, Strategic Financial Planning, Series 7, Series 66.

Who are Keith Lum, Crps®'s colleagues?

Keith Lum, Crps®'s colleagues are Flloyd Rewa, Ethan Harro.

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