William KeefeCRD Number: 5490653
Current Firm: Tsp Capital Management Group, LLC
William Keefe (CRD# 5490653) is an Investment Advisor Representative working at Tsp Capital Management Group, LLC in Summit, NJ and has over 7 years of experience in the finance industry.
Legacy Care Wealth, LLC
Axa Advisors, LLC
Fxp Advisory Services
|Tsp Capital Management Group, LLC||Summit, NJ||Jan 2008 - Current||8|
|The Alm Network||Abington, PA||Jun 2007 - Dec 2007||< 1|
|First Morris Bank And Trust||Morristown, NJ||Mar 2004 - Jun 2007||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2008|
Total Assets Under Management288MILLIONS
Total Number of Accounts385ACCOUNTS
Average Account Value$748,694
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
FL, IL, LA, NE, NH, NJ, NY, OK, PA, TX
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