Martin McKeever, financial advisor Fredericksburg VA
78 score

Martin McKeever

CRD 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 5 years of experience in the finance industry.

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Company Name Location Dates Years
Suntrust Investment Services, Inc. Atlanta, GA Jul 2015 - Current 1
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
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. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Martin J. McKeever
Phone Number: 404-813-8981
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    10,443
    MILLIONS
  • Total Number of Accounts
    26,841
    ACCOUNTS
  • Average Account Value
    $389,077
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
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

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

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BADGES
78

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