Elizabeth KehoeCRD Number: 6008452
Current Firm: Waddell & Reed
Elizabeth Kehoe (CRD# 6008452) is an Investment Advisor Representative working at Waddell & Reed in Creve Coeur, MO and has over 5 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|Various Insurance Carriers For W & R Insurance Agencies||Fenton, MO||May 2012 - Current||5|
|Waddell & Reed Inc.||Creve Coeur, MO||Dec 2011 - Current||5|
|Unemployed||Fenton, MO||Oct 2011 - Dec 2011||< 1|
|Centene Corp||St Louis, MO||Sep 2008 - Oct 2011||3|
|Unigroup Inc.||Fenton, MO||Feb 1998 - Sep 2008||10|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2012|
Total Assets Under Management18,309MILLIONS
Total Number of Accounts149,599ACCOUNTS
Average Account Value$122,387
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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