Thomas Keener, financial advisor San Diego CA

Thomas Keener

CRD Number: 2970017
Current Firm: Park Avenue Securities LLC

Thomas Keener (CRD# 2970017) is an Investment Advisor Representative working at Park Avenue Securities LLC in San Diego, CA and has over 26 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Guardian Life Insurance Company Solona Beach, CA Feb 2015 - Current 9
Park Avenue Securities Solona Beach, CA Feb 2015 - Current 9
Guardian Life Insurance Company Paramus, NJ Apr 2001 - Feb 2015 13
Park Avenue Securities Paramus, NJ Apr 2001 - Feb 2015 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1997
S65 NASAA Investment Advisors Law Examination Jun 2006
Contact Info for Thomas E. Keener
Phone Number: 1-888-600-4667
Registered State(s):
  • CA
  • CT
  • ME
  • MN
  • NJ
  • NY
  • NC
  • TX
  • VT
By the Numbers
  • Total Assets Under Management
    11,882
    MILLIONS
  • Total Number of Accounts
    62,811
    ACCOUNTS
  • Average Account Value
    $189,164
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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