Kehoe Investment Services, Inc.

Kehoe Investment Services, Inc. (CRD# 148997) is a financial advisory firm headquartered in Rockaway Beach, OR. They manage $12,500,000 in 35 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    35
    ACCOUNTS
  • Average Account Value
    $357,143
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OR

Financial Advisors at Kehoe Investment Services, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Judy A. Kehoe
CRD#: 2963040
Rockaway Beach, OR
96
Wealthminder
score

Judy Kehoe (CRD# 2963040) is an Investment Advisor Representative working at Kehoe Investment Services, Inc. in Rockaway Beach, OR and has over 19 years of experience in the finance industry. Judy Kehoe has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Robert B. Kehoe
CRD#: 1011174
Rockaway Beach, OR
93
Wealthminder
score

Robert Kehoe (CRD# 1011174) is an Investment Advisor Representative working at Kehoe Investment Services, Inc. in Rockaway Beach, OR and has over 21 years of experience in the finance industry.

3
Amy L. Morrison
CRD#: 5838408
Rockaway Beach, OR
93
Wealthminder
score

Amy Morrison (CRD# 5838408) is an Investment Advisor Representative working at Kehoe Investment Services, Inc. in Rockaway Beach, OR and has over 5 years of experience in the finance industry.

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