Keith D. Huff,  CFP<sup>&reg;</sup> - Financial Advisor

Keith D. Huff, CFP®

CPA,PFS,CLU®,

President

Lakeshore Wealth Advisors, LLC

2525 Bay Area Blvd, Ste 135
Houston, TX 77058
FINANCIAL ADVISOR'S WEBSITE
(281) 984-7503

General

Keith Huff is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Lakeshore Wealth Advisors, LLC in Houston, TX and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 24, 26, 51, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Chartered Financial Consultant (ChFC®)
  • Personal Financial Specialist (PFS)

Insurance Licenses

  • Life insurance: LA CA TX
  • Health/disability insurance: TX
  • Fixed annuities: TX CA LA
  • Variable annuities: TX CA LA CO PA

Broker-Dealer Affiliation

Osaic Wealth, Inc.

Broker-Dealer Disclaimer

Securities and investment advisory services offered through Royal Alliance Associates, Inc.(RAA), member FINRA/SIPC.  RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA.

Financial Advisor's Specialties

401(k)/403(b)/IRAs, Annuities, Asset Allocation, Estate Planning, Investment Management, Mutual Funds, Insurance, Retirement, Long-term Care, Sudden Wealth, Personal Taxes, Women's Finances

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