Timothy Keefe (CRD# 5248210) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Clute, TX and has over 16 years of experience in the finance industry.
CRD# 6940755
Edward Jones
CRD# 4761440
Commonwealth Financial Network
CRD# 4810846
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Clute, TX | Jan 2022 - Current | 2 |
| State Farm Vp Management Corp | Clute, TX | Nov 2007 - Current | 16 |
| Timothy Keefe Insurance Agency | Clute, TX | Nov 2007 - Current | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2007 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2021 |
- LA
- TX
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Total Assets Under Management10,165MILLIONS
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Total Number of Accounts4ACCOUNTS
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Average Account Value$2,541,134,043
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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