Keith D. Mize, Head Equity Trader of HSL Financial Group, LLC, has over 10 years experience in the brokerage industry. He began his career in 1999 when he joined TD Waterhouse as an Investment Consultant in their La Jolla, CA branch. Keith specialized in risk analysis of client portfolios and developing prudent portfolio allocations to help high net worth clients meet their goals. Keith also specialized in helping clients with complex option strategies and the use of options strategies to hedge their portfolios.

In addition to his experience in the brokerage industry Keith has worked in the private equity hedge funds business and has experience dealing with high net worth clients and alternative investments. Keith has passed the NASD series 7, 63, & 66 exams.

Keith enjoys spending time with his wife and two young daughters. He enjoys boating, fishing, and water sports of all kinds, especially sailing off the coast of California. Keith is an avid traveler and enjoys traveling with his family both domestically and abroad.