Thomas KeeferCRD Number: 7132089
Current Firm: Pnc Investments
Thomas Keefer (CRD# 7132089) is an Investment Advisor Representative working at Pnc Investments in Wayne, PA and has over 3 years of experience in the finance industry.
Lpl Financial LLC
Affinity Wealth Management LLC
Oppenheimer & Company Inc.
|Pnc Investments||Media, PA||Jan 2020 - Current||2|
|Pnc Investments||Pittsburgh, PA||Jun 2019 - Jan 2020||< 1|
|Pnc Bank||Philadelphia, PA||Feb 2018 - Jan 2020||1|
|Paypal||Conshohocken, PA||Jan 2018 - Feb 2018||< 1|
|Pnc Bank||Philadelphia, PA||Aug 2016 - Dec 2017||1|
|Primepay||West Chester, PA||Sep 2015 - Aug 2016||< 1|
|Augustinian Volunteers||Villanova, PA||Aug 2014 - Jul 2015||< 1|
|Gettysburg College||Gettysburg, PA||Aug 2010 - May 2014||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2019|
Total Assets Under Management26,425MILLIONS
Total Number of Accounts150,141ACCOUNTS
Average Account Value$176,000
- A percentage of assets under your management
- 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, WY
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