Patrick KeenCRD Number: 1267770
Current Firm: Ssn Advisory, Inc.
Patrick Keen (CRD# 1267770) is an Investment Advisor Representative working at Ssn Advisory, Inc. in Robinson, IL and has over 32 years of experience in the finance industry.
Lindsey Wealth Management
Investment Centers Of America, Inc.
Kcpag Financial Advisors LLC
|Securities Service Network||Robison, IL||Nov 2013 - Current||3|
|Ssn Advisory Inc.||Robinson, IL||Nov 2013 - Current||3|
|Proequities, Inc.||Robinson, IL||Nov 2007 - Nov 2013||6|
|Raymond James Financial Services, Inc.||Robinson, IL||Feb 1991 - Nov 2007||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1984|
|S66||NASAA Uniform Combined State Law Examination||Sep 2007|
Total Assets Under Management1,482MILLIONS
Total Number of Accounts8,662ACCOUNTS
Average Account Value$171,117
- A percentage of assets under your management
- Hourly charges
- 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
- Selection of other advisers (including private fund managers)
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV