Kevin Michael Keefe
Amministratore Delegato presso Realta Investment Advisors, Inc.
Posizioni attive di Kevin Michael Keefe
Società | Posizione | Inizio | Fine |
---|---|---|---|
Realta Investment Advisors, Inc.
Realta Investment Advisors, Inc. Investment ManagersFinance Realta Investment Advisors, Inc. (RIA) is a SEC-registered investment adviser headquartered in Wilmington, Delaware. Formerly known as Coastal Investment Advisors, Inc., the firm was founded in 2007 as Donnelly Steen & Co. They are wholly-owned subsidiary of Orange Street Holdings, Inc. RIA provides investment advice and management services to individuals, individual retirement accounts (IRAs), pension and profit-sharing plans, charitable organizations, corporations, businesses, institutions, trusts, and estates. | Amministratore Delegato | 01/03/2023 | - |
Presidente | 01/03/2023 | - |
Storia della carriera di Kevin Michael Keefe
Precedenti posizioni note di Kevin Michael Keefe
Società | Posizione | Inizio | Fine |
---|---|---|---|
First Allied Securities, Inc.
First Allied Securities, Inc. Investment Banks/BrokersFinance Founded in 1993, First Allied Securities, Inc. is an independent, SEC-registered broker/dealer headquartered in San Diego, California. The firm is a member of FINRA, the NASD and the SIPC. First Allied Securities Inc. was previously a subsidiary of Advanced Equities Financial Corp. In April 2006, Advanced Equities Financial Corp. acquired First Financial Planners and merged it with First Allied Securities. In 2008, the firm acquired First Montauk Securities Corp. from First Montauk Financial Corp. In 2011, Lovell Minnick Partners LLC and the management team of First Allied Advisory Services acquired the firm from Advanced Equities Financial Corp. First Allied Securities is affiliated with First Allied Advisory Services, Inc., a registered investment advisor. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. | Amministratore Delegato | 01/05/2014 | - |
Presidente | 01/05/2014 | - | |
Money Management Institute
Money Management Institute Investment ManagersFinance Money Management Institute provides advice and professionally-managed investment solutions to individual and institutional investors. It provides advisory solutions through advocacy, educational initiatives, regulatory affairs, publications, data reporting and professional networking. The company was founded in 1997 and is headquartered in New York, NY. | Corporate Officer/Principal | - | - |
Osaic, Inc.
Osaic, Inc. Investment ManagersFinance Osaic, Inc. engages in the provision of wealth management services. It offers advices on investment products, such as mutual funds, variable annuities, insurance, and alternative investments, advisory and asset management services, and advisory services program. The company is headquartered in Phoenix, AZ. | Corporate Officer/Principal | - | - |
LPL Financial LLC
LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Corporate Officer/Principal | - | - |
First Allied Advisory Services, Inc.
First Allied Advisory Services, Inc. Investment ManagersFinance First Allied Advisory Services, Inc. (FAAS) is an investment management firm headquartered in San Diego, California. The firm was founded in 2007 and is owned by First Allied Holdings, Inc., ultimately held by Aretec Group, Inc. Through their Investment Advisory Representatives (IARs), FAAS provides a variety of investment advisory programs and services for individuals, high net-worth individuals, banking institutions, pension plans, profit-sharing plans, charitable organizations, and other corporations and businesses. The firm also offers both wrap and non-wrap programs. | Amministratore Delegato | 01/05/2014 | - |
Presidente | 01/05/2014 | - |
Formazione di Kevin Michael Keefe
Suffolk University | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 8 |
Posizioni
Chief Executive Officer | 3 |
President | 3 |
Corporate Officer/Principal | 3 |
Settori
Finance | 7 |
Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 6 |
---|---|
First Allied Advisory Services, Inc.
First Allied Advisory Services, Inc. Investment ManagersFinance First Allied Advisory Services, Inc. (FAAS) is an investment management firm headquartered in San Diego, California. The firm was founded in 2007 and is owned by First Allied Holdings, Inc., ultimately held by Aretec Group, Inc. Through their Investment Advisory Representatives (IARs), FAAS provides a variety of investment advisory programs and services for individuals, high net-worth individuals, banking institutions, pension plans, profit-sharing plans, charitable organizations, and other corporations and businesses. The firm also offers both wrap and non-wrap programs. | Finance |
Osaic, Inc.
Osaic, Inc. Investment ManagersFinance Osaic, Inc. engages in the provision of wealth management services. It offers advices on investment products, such as mutual funds, variable annuities, insurance, and alternative investments, advisory and asset management services, and advisory services program. The company is headquartered in Phoenix, AZ. | Finance |
LPL Financial LLC
LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Finance |
Money Management Institute
Money Management Institute Investment ManagersFinance Money Management Institute provides advice and professionally-managed investment solutions to individual and institutional investors. It provides advisory solutions through advocacy, educational initiatives, regulatory affairs, publications, data reporting and professional networking. The company was founded in 1997 and is headquartered in New York, NY. | Finance |
First Allied Securities, Inc.
First Allied Securities, Inc. Investment Banks/BrokersFinance Founded in 1993, First Allied Securities, Inc. is an independent, SEC-registered broker/dealer headquartered in San Diego, California. The firm is a member of FINRA, the NASD and the SIPC. First Allied Securities Inc. was previously a subsidiary of Advanced Equities Financial Corp. In April 2006, Advanced Equities Financial Corp. acquired First Financial Planners and merged it with First Allied Securities. In 2008, the firm acquired First Montauk Securities Corp. from First Montauk Financial Corp. In 2011, Lovell Minnick Partners LLC and the management team of First Allied Advisory Services acquired the firm from Advanced Equities Financial Corp. First Allied Securities is affiliated with First Allied Advisory Services, Inc., a registered investment advisor. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. | Finance |
Realta Investment Advisors, Inc.
Realta Investment Advisors, Inc. Investment ManagersFinance Realta Investment Advisors, Inc. (RIA) is a SEC-registered investment adviser headquartered in Wilmington, Delaware. Formerly known as Coastal Investment Advisors, Inc., the firm was founded in 2007 as Donnelly Steen & Co. They are wholly-owned subsidiary of Orange Street Holdings, Inc. RIA provides investment advice and management services to individuals, individual retirement accounts (IRAs), pension and profit-sharing plans, charitable organizations, corporations, businesses, institutions, trusts, and estates. | Finance |
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