Patrick O'keefe, financial advisor Iselin NJ

Patrick O'keefe

CRD Number: 4267857
Current Firm: Lincoln Investment

Patrick O'keefe (CRD# 4267857) is an Investment Advisor Representative working at Lincoln Investment in Iselin, NJ and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Lincoln Investment Port Monmouth, NJ Jan 2017 - Current 4
Ibew Lo#400 Wall, NJ Apr 2001 - Current 19
Legend Equities Corporation Palm Beach Gardens, FL Jun 2007 - Jan 2017 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2001
S65 NASAA Investment Advisors Law Examination Feb 2011
Contact Info for Patrick M. O'keefe
Phone Number: 215-887-8111
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    12,981
    MILLIONS
  • Total Number of Accounts
    168,783
    ACCOUNTS
  • Average Account Value
    $76,910
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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