Casey McKeon, financial advisor Charleston SC
88 score

Casey McKeon

CRD Number: 6068852
Current Firm: Robert W. Baird & Company Incorporated

Casey McKeon (CRD# 6068852) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Charleston, SC and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Robert W. Baird & Company Charleston, SC May 2014 - Current 2
Furman University Greenville, SC Aug 2010 - May 2014 3
Raymond James Financial, Inc. St. Petersburg, FL May 2013 - Aug 2013 < 1
Raymond James Financial, Inc. St. Petersburg, FL Dec 2012 - Jan 2013 < 1
Raymond James Financial, Inc. St. Petersburg, FL May 2012 - Aug 2012 < 1
Ferg's Sports Bar & Grill St. Petersburg, FL May 2011 - Aug 2011 < 1
Clarie Law Offices, P.a. South Pasadena, FL May 2010 - Aug 2010 < 1
Carrabba's Italian Grill St. Petersburg, FL Mar 2009 - Aug 2010 1
St. Petersburg Catholic Hs St. Petersburg, FL Aug 2007 - May 2010 2
St. Paul Catholic School St. Petersburg, FL Aug 1996 - May 2007 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2014
Contact Info for Casey S. McKeon
Phone Number: 414-765-3500
Registered State(s):
  • NC
  • SC
By the Numbers
  • Total Assets Under Management
    83,910
    MILLIONS
  • Total Number of Accounts
    90,406
    ACCOUNTS
  • Average Account Value
    $928,144
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • 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
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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