Matthew Keefe (CRD# 3273518) is an Investment Advisor Representative working at Columbia River Advisors in Tacoma, WA and has over 23 years of experience in the finance industry.
CRD# 3220588
Byrne & Company Wealth Management, LLC
CRD# 5925615
Securities America Advisors, Inc.
CRD# 5464276
Sitka Pacific Capital Management, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Mkt And Associates LLC | Cave Creek, AZ | Feb 2023 - Current | 1 |
Columbia River Advisors LLC | Tacoma, WA | Jun 2016 - Current | 7 |
Morgan Stanley Distribution, Inc. | Gig Harbor, WA | May 2014 - Jun 2016 | 2 |
Russell Investments | Tacoma, WA | Jun 2009 - May 2014 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Sep 2000 |
- WA
-
Total Assets Under Management472MILLIONS
-
Total Number of Accounts1,049ACCOUNTS
-
Average Account Value$449,822
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AZ, CA, FL, IN, MT, NC, OH, OR, WA, WI
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