Timothy Keefe, financial advisor Clute TX

Timothy Keefe

CRD Number: 5248210
Current Firm: State Farm Investment Management Corp.

Timothy Keefe (CRD# 5248210) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Clute, TX and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
State Farm Investment Management Corp Clute, TX Jan 2022 - Current < 1
State Farm Vp Management Corp Clute, TX Nov 2007 - Current 14
Timothy Keefe Insurance Agency Clute, TX Nov 2007 - Current 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2007
S65 NASAA Investment Advisors Law Examination Dec 2021
Contact Info for Timothy M. Keefe
Phone Number: 800-447-0740
Registered State(s):
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    10,850
    MILLIONS
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $2,712,385,541
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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