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Sandra Baseman Keene

FPC INVESTMENT ADVISORY, INC.·PETALUMA, California
Clean recordFPC INVESTMENT ADVISORY, INC.
ONE WILLOWBROOK COURT, PETALUMA, CA 94954CRD# 721621Firm CRD# 122728

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Sandra Baseman Keene · PETALUMA, CA
Registration
CRD #721621 · FPC INVESTMENT ADVISORY, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Sandra Baseman Keene is a registered financial advisor based in PETALUMA, California, affiliated with FPC INVESTMENT ADVISORY, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
FPC INVESTMENT ADVISORY, INC.
FPC INVESTMENT ADVISORY, INC.
AUM
$297M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at FPC INVESTMENT ADVISORY, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 721621
Firm CRD# 122728
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Sandra Baseman Keene offer?
Sandra Baseman Keene specializes in Financial Planning, Investment Management. Contact their office in PETALUMA, California for a consultation.
What are Sandra Baseman Keene's credentials?
Sandra Baseman Keene is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sandra Baseman Keene located?
Sandra Baseman Keene is based in PETALUMA, California, working with FPC INVESTMENT ADVISORY, INC.. Their office serves clients in the PETALUMA metropolitan area and surrounding communities.
How does Sandra Baseman Keene charge for services?
Sandra Baseman Keene's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FPC INVESTMENT ADVISORY, INC.?
FPC INVESTMENT ADVISORY, INC. has approximately 5 employees and manages $297M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at FPC INVESTMENT ADVISORY, INC.

Bijan Golkar
PETALUMA, CA
Blair Mason Mccarthy
PETALUMA, CA
Tyler Louis Schalch
PETALUMA, CA

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