Leo KehoeCRD Number: 5697337
Current Firm: Avantax Advisory Services
Leo Kehoe (CRD# 5697337) is an Investment Advisor Representative working at Avantax Advisory Services in Whitestone, NY and has over 13 years of experience in the finance industry.
Financial Life Focus, LLC
|Avantax Investment Services, Inc.||Whitestone, NY||Jan 2010 - Current||13|
|Leo Kehoe Cpa||New York, NY||Jan 1999 - Current||24|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2010|
Total Assets Under Management30,968MILLIONS
Total Number of Accounts123,393ACCOUNTS
Average Account Value$250,972
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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
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