Tony KeenaCRD 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 16 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|Lincoln Financial Securities Corporation||Winter Park, FL||Nov 2014 - Current||3|
|Keena Wealth, Inc.||Winter Park, FL||Jun 2012 - Current||5|
|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|
Total Assets Under Management1,541MILLIONS
Total Number of Accounts8,357ACCOUNTS
Average Account Value$184,425
- A percentage of assets under your management
- Hourly charges
- 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)
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