Keefe Buchanan, financial advisor Fort Lauderdale FL
93 score

Keefe Buchanan

CRD Number: 5561965
Current Firm: Beaumont Financial Partners LLC

Keefe Buchanan (CRD# 5561965) is an Investment Advisor Representative working at Beaumont Financial Partners LLC in Fort Lauderdale, FL and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Beaumont Financial Partners, LLC Needham, MA Aug 2015 - Current 1
Beaumont Financial Partners, LLC Needham, MA Aug 2014 - Aug 2015 1
John Hancock Distributors LLC Boston, MA Feb 2012 - Jul 2014 2
John Hancock Funds, LLC Boston, MA Jan 2011 - Jul 2014 3
Signator Investors Inc. Andover, MA Jul 2008 - Jan 2011 2
Town Of Wells Wells, ME Jun 2004 - Jul 2008 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2008
S65 NASAA Investment Advisors Law Examination Jul 2012
Contact Info for Keefe D. Buchanan
Phone Number: 781-400-2800
Registered State(s):
  • FL
  • MA
By the Numbers
  • Total Assets Under Management
    1,395
    MILLIONS
  • Total Number of Accounts
    2,816
    ACCOUNTS
  • Average Account Value
    $495,246
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

CA, CO, CT, DC, FL, GA, ID, IL, LA, MA, MD, ME, MN, MO, NC, NH, NJ, NY, OH, PA, RI, SC, TN, TX, VT, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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