Martin McKeeverCRD Number: 2978109
Current Firm: Suntrust Investment Services, Inc.
Martin McKeever (CRD# 2978109) is an Investment Advisor Representative working at Suntrust Investment Services, Inc. in Fredericksburg, VA and has over 6 years of experience in the finance industry.
Navy Federal Brokerage Services LLC
King George Capital Mgmt, Inc.
Greylin Investment Management
|Suntrust Investment Services, Inc.||Atlanta, GA||Jul 2015 - Current||2|
|Wells Fargo Advisors, LLC||Roanoke, VA||Aug 2014 - Jul 2015||< 1|
|Pnc Investments||Pittsburgh, PA||Jun 2011 - Aug 2014||3|
|Independent Consultant||Grottoes, VA||Sep 2007 - Jun 2011||3|
|Waterford Investor Services||Clearwater, FL||Mar 2009 - Feb 2010||< 1|
|Community Bankers Securities||Richmond, VA||Oct 2008 - Dec 2009||1|
|Hsbc Securities (usa) Inc.||Rockville, MD||Jan 2008 - Jul 2008||< 1|
|United Brokerage Services, Inc.||Parkersburg, WV||Dec 2006 - Sep 2007||< 1|
|Banc Of America Investment Services, Inc.||Charlottesville, VA||Oct 2006 - Dec 2006||< 1|
|Merrill Lynch Ges||Somerset, NJ||Jun 1997 - Oct 2006||9|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Somerset, NJ||Dec 1995 - Oct 2006||10|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Sep 2011|
|S63||Uniform Securities State Law Examination||Oct 2014|
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. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
Total Assets Under Management10,443MILLIONS
Total Number of Accounts26,841ACCOUNTS
Average Account Value$389,077
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
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