James KeithahnCRD Number: 6670614
Current Firm: Carillon Tower Advisers, Inc.
James Keithahn (CRD# 6670614) is an Investment Advisor Representative working at Carillon Tower Advisers, Inc. in St. Petersburg, FL and has over 3 years of experience in the finance industry.
Commonwealth Financial Network
Financial Guidance Group, Inc.
Econologics Financial Advisors
|Crosstree Capital||Tampa, FL||Nov 2019 - Current||1|
|Carillon Fund Distributors, Inc.||St. Petersburg, FL||May 2017 - Nov 2019||2|
|Carillon Tower Advisers||St. Petersburg, FL||May 2017 - Nov 2019||2|
|University Of Florida||Gainesville, FL||Aug 2013 - Apr 2017||3|
|Raymond James Financial||St. Petersburg, FL||Jun 2016 - Aug 2016||< 1|
|Netboss Technologies Inc.||Sebastian, FL||Jun 2014 - Aug 2014||< 1|
|Amc Theaters||Vero Beach, FL||Mar 2012 - Aug 2014||2|
|Sebastian River High School||Sebastian, FL||Sep 2009 - Jun 2013||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2018|
Total Assets Under Management17,299MILLIONS
Total Number of Accounts4ACCOUNTS
Average Account Value$4,324,785,841
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
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, WY
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