Thomas Kee, financial advisor Encinitas CA

Thomas Kee

CRD Number: 2369405
Current Firm: Equity Logic

Thomas Kee (CRD# 2369405) is an Investment Advisor Representative working at Equity Logic in Encinitas, CA and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Equity Logic La Jolla, CA Aug 2010 - Current 12
Stock Traders Daily La Jolla, CA Jan 2000 - Current 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1993
S65 NASAA Investment Advisors Law Examination Sep 2010
Disclosure Information

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, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Thomas H. Kee
Phone Number: 415-999-9033
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    9
    MILLIONS
  • Total Number of Accounts
    30
    ACCOUNTS
  • Average Account Value
    $286,667
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

CA

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