Tony Keena, financial advisor Winter Park FL
93 score

Tony Keena

CRD Number: 3014120
Current Firm: Lincoln Financial Securities Corporation

Tony Keena (CRD# 3014120) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Winter Park, FL and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Lincoln Financial Securities Corporation Winter Park, FL Nov 2014 - Current 2
Keena Wealth, Inc. Winter Park, FL Jun 2012 - Current 4
Estate & Business Planning Group Altamonte Springs, FL Jan 2005 - Oct 2014 9
Ameritas Investment Corp Lincoln, NE Aug 2004 - Oct 2014 10
Keena Financial Inc. Winter Park, FL Jan 2007 - May 2012 5
Next Generation Financial Services Baltimore, MD Nov 2007 - Dec 2007 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2001
S65 NASAA Investment Advisors Law Examination Dec 2006
Contact Info for Tony S. Keena
Phone Number: 800-258-3648
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    1,541
    MILLIONS
  • Total Number of Accounts
    8,357
    ACCOUNTS
  • Average Account Value
    $184,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

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, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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