Thomas KehoeCRD Number: 3004150
Current Firm: H.d. Vest Advisory Services, Inc.
Thomas Kehoe (CRD# 3004150) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Trinity, FL and has over 11 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Hd Vest Insurance Agency Inc.||Irving, TX||Dec 2015 - Current||2|
|Hd Vest Financial Services||New Port Richey, FL||Dec 2015 - Current||2|
|Hd Advisory Services||New Port Richey, FL||Dec 2015 - Current||2|
|Kehoe & Deweerd Cpa, Pa||Port Richey, FL||Jan 1985 - Current||33|
|Transamerica Financial Advisors, Inc.||New Port Richey, FL||Oct 2004 - Dec 2015||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2006|
|S66||NASAA Uniform Combined State Law Examination||May 2010|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management12,278MILLIONS
Total Number of Accounts56,222ACCOUNTS
Average Account Value$218,381
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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