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RK

Robert B. Kehoe

KEHOE INVESTMENT SERVICES,
Deland, FL
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CRD#: 1011174
RK

Professional summary


Robert Brooks Kehoe SR, who also goes by Bob Kehoe, Robert Brooks Kehoe, Robert Rooks Kehoe, is a registered financial advisor currently at KEHOE INVESTMENT SERVICES, INC located in Deland, Florida.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1981. Robert has worked at 10 firms and has passed the Series 65, Series 63, Series 7, Series 6 and Series 22 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Bob Kehoe | Robert Brooks Kehoe | Robert Rooks Kehoe

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Robert Brooks Kehoe SR's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

March 21, 2019 - Present

KEHOE INVESTMENT SERVICES, INC

RIA
CRD#: 148997
Deland, FL
Past

September 20, 2010 - January 23, 2019

KEHOE INVESTMENT SERVICES, INC

RIA
CRD#: 148997
PONTE VEDRA, FL
Past

September 8, 1999 - July 31, 2003

KMS FINANCIAL SERVICES, INC.

BD
CRD#: 3866
SEATTLE, WA
Past

February 12, 1999 - July 23, 1999

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
CRD#: 2580
FORT WAYNE, IN
Past

February 12, 1999 - July 23, 1999

OSAIC FA, INC.

BD
CRD#: 3978
FORT WAYNE, IN
Past

November 11, 1996 - February 15, 1999

WS GRIFFITH SECURITIES, INC.

BD
CRD#: 10410
HARTFORD, CT
Past

October 13, 1995 - October 9, 1996

WMA SECURITIES, INC.

BD
CRD#: 32625
DULUTH, GA
Past

May 23, 1985 - March 16, 1988

INVESTMENT CAPITAL CORPORATION

BD
CRD#: 13321
Past

October 22, 1984 - July 23, 1985

ALL SERVICES FINANCIAL CENTER

BD
CRD#: 7832
Past

February 9, 1983 - October 29, 1984

PAULSON INVESTMENT COMPANY LLC

BD
CRD#: 5670
Past

October 8, 1981 - March 7, 1983

WILLIAM H. GREGORY & COMPANY

BD
CRD#: 8458

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(3/21/2019)

Exams


State Security Law Exam
IAR
Series 65
Date: 12/27/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


KI
KEHOE INVESTMENT SERVICES, INC
KEHOE INVESTMENT SERVICES, INC

CRD#: 148997 / SEC#:

Florida
Registered Investment Advisory firm - (3/21/2019 Approved)
Oregon
Registered Investment Advisory firm - (1/23/2019 Cancelled)
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Contact information


Main Address
Deland, FL
Mailing Address
Phone number
(503) 492-4869
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts10
AUM (Assets Under Management)$ 8,994,000

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


KEHOE INVESTMENT SERVICES, INC

CRD#: 148997Deland, FL

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