Morgan Stanley
47yrs
Top 1% by experience in Westlake Village
15yrs
Keith Gray
Financial advisor at Total Wealth Services
Keith Gray is a fiduciary financial advisor in Westlake Village, California, with 15 years in the industry. After 11 years at J.P. Morgan Securities, Keith joined Total Wealth Services in 2025, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets.
One of 645 advisors with offices in Westlake Village, and one of 575 fiduciaries.
At a glance
Experience15 years (since 2012)
How that compares ?More experience than 71% of advisors at Total Wealth Services
Office4165 E Thousand Oaks Blvd #355, Westlake Village, CA 91362
How the firm is paid ?Percent of assets
Typical client at the firm ?$1.16 million
Advisors at the firm7
States licensed ?1 state
Services through Total Wealth Services
Financial planningInvestment management for individuals and small businessesRetirement plan consulting
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Sep 2025 – nowTotal Wealth Services, LLCCurrent firm
- 2014 – 2025J.P. Morgan Securities LLCPreviously
Contact Keith
(818) 309-3071Total Wealth Services main office 4165 E Thousand Oaks Blvd #355Westlake Village, CA 91362Office · Get directions Firm websitetotalwealthservices.com
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Questions to ask Keith
Tailored to Keith’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Keith
How do I contact Keith?
Call Total Wealth Services at (818) 309-3071 and ask for Keith Gray. Keith works from the Westlake Village, CA office.
How long has Keith been a financial advisor?
Keith has been in the industry since 2012, about 15 years. More experience than 71% of advisors at Total Wealth Services.
What licenses does Keith hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Keith a fiduciary?
Keith is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Keith paid?
Total Wealth Services reports being paid by a percentage of the assets they manage. Ask Keith for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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