Philip Kehoe (CRD# 5759737) is an Investment Advisor Representative working at Financial Gravity Family Office Services, LLC in Kalamazoo, MI and has over 13 years of experience in the finance industry.
CRD# 5287793
Huntington Financial Advisors
CRD# 6573407
Lpl Financial LLC
CRD# 6332865
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kingswood Capital Partners, LLC | Stockbridge, GA | Dec 2021 - Current | 2 |
| Financial Gravity Family Office Services, LLC | Lakeway, TX | Sep 2021 - Current | 2 |
| Forta Financial Group, Inc. | Greenwood Village, CO | Jun 2020 - Dec 2021 | 1 |
| Forta Financial Group, Inc. | Greenwood Village, CO | Jun 2020 - Sep 2021 | 1 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Oct 2014 - Jun 2020 | 5 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Aug 2012 - Jun 2020 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2010 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2014 |
- FL
- MI
- TX
-
Total Assets Under Management365MILLIONS
-
Total Number of Accounts2,654ACCOUNTS
-
Average Account Value$137,692
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, CO, DE, FL, GA, IN, KS, LA, MD, MI, MN, MO, NC, ND, NE, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.