Guy W. Keefer
Professional summary
Guy William Keefer, AIF®, CFP® is a registered financial advisor currently at KEEFER PENSION CONSULTING, INC. located in El Segundo, California.
Guy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Guy has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 53, Series 24 and Series 4 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Guy William Keefer's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 15, 2009 - Present
KEEFER PENSION CONSULTING, INC.
Office #1: 400 Continental Boulevard 6th Floor, El Segundo, CA 90245July 7, 2009 - October 2, 2017
PURSHE KAPLAN STERLING INVESTMENTS
May 18, 2009 - July 13, 2009
INVESTORS CAPITAL CORP.
May 15, 2009 - July 13, 2009
INVESTORS CAPITAL CORP.
February 13, 2008 - May 15, 2009
CINCINNATI ANALYSTS, INC.
February 13, 2008 - May 15, 2009
CINCINNATI ANALYSTS, INC.
January 5, 1998 - February 15, 2008
WESTERN INTERNATIONAL SECURITIES, INC.
July 15, 1997 - December 31, 1997
SPECTRUM SECURITIES, INC.
April 19, 1995 - July 10, 1997
SMITH CULVER INVESTMENTS
April 16, 1987 - April 5, 1995
KENNEDY, CABOT & CO.
February 24, 1987 - August 4, 1987
GARY-WHEATON INVESTMENT SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/15/2009)
Exams
Current Firm
KEEFER PENSION CONSULTING, INC.
CRD#: 150657 / SEC#: 801-70330
Contact information
Regulatory assets under management
| Total Number of Accounts | 88 |
| AUM (Assets Under Management) | $ 166,378,357 |
Red Flags
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