Thomas Kehoe (CRD# 3004150) is an Investment Advisor Representative working at Avantax Advisory Services in Dallas, TX and has over 17 years of experience in the finance industry.
CRD# 6678578
J.p. Morgan Securities LLC
CRD# 4722177
Stifel, Nicolaus & Company, Incorporated
CRD# 4659582
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Block Advisors By H&r Block | Trinity, FL | Aug 2023 - Current | < 1 |
| Avantax Insurance Agency LLC | New Port Richey, FL | Dec 2015 - Current | 8 |
| Avantax Investment Services, Inc. | New Port Richey, FL | Dec 2015 - Current | 8 |
| Avantax Advisory Services | New Port Richey, FL | Dec 2015 - Current | 8 |
| Kehoe & Deweerd Cpa, Pa | Port Richey, FL | Jan 1985 - Current | 39 |
| Transamerica Financial Advisors, Inc. | New Port Richey, FL | Oct 2004 - Dec 2015 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2006 |
| S66 | NASAA Uniform Combined State Law Examination | May 2010 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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