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RK

Richard W. Keal

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CRD#: 2447048
RK

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Richard Wayne Keal, who also goes by Rich Keal, Rick Keal, was a registered financial professional .

Richard is a previously registered financial professional and started their career in finance in 1994. Richard had worked at 16 firms and has passed the Series 65, Series 63 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Rich Keal | Rick Keal

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

October 14, 2013 - July 15, 2015

CONOVER CAPITAL MANAGEMENT

RIA
CRD#: 118393
BELLEVUE, WA
Past

April 18, 2012 - September 12, 2012

OPTIMAL CAPITAL ADVISORS, LLC

RIA
CRD#: 144719
TRAVERSE CITY, MI
Past

August 23, 2010 - November 29, 2010

SYMBEQUITY INVESTMENT ADVISORY, LLC

RIA
CRD#: 150055
SPOKANE VALLEY, WA
Past

January 4, 2010 - December 31, 2013

GENERATIONAL WEALTH ADVISORS, LLC

RIA
CRD#: 152111
KIRKLAND, WA
Past

July 23, 2009 - April 25, 2011

COMPREHENSIVE WEALTH MANAGEMENT

RIA
CRD#: 116958
LYNNWOOD, WA
Past

June 20, 2008 - July 21, 2009

PHD WEALTH™, LLC

RIA
CRD#: 147232
MUKLITEO, WA
Past

April 6, 2007 - October 29, 2007

PARK AVENUE SECURITIES LLC

BD
CRD#: 46173
LYNNWOOD, WA
Past

August 20, 2004 - August 19, 2005

THE O.N. EQUITY SALES COMPANY

BD
CRD#: 2936
CINCINNATI, OH
Past

August 18, 2003 - October 7, 2003

ALLSTATE FINANCIAL SERVICES, LLC

BD
CRD#: 18272
LINCOLN, NE
Past

October 12, 2001 - August 12, 2003

PARK AVENUE SECURITIES LLC

BD
CRD#: 46173
NEW YORK, NY
Past

December 21, 2000 - April 6, 2001

NEW ENGLAND SECURITIES

BD
CRD#: 615
NEW YORK, NY
Past

March 22, 2000 - December 14, 2000

MONY SECURITIES CORPORATION

BD
CRD#: 4386
NEW YORK, NY
Past

May 3, 1999 - April 12, 2000

PARK AVENUE SECURITIES LLC

BD
CRD#: 46173
NEW YORK, NY
Past

June 17, 1997 - May 3, 1999

GUARDIAN INVESTOR SERVICES LLC

BD
CRD#: 6635
NEW YORK, NY
Past

March 6, 1996 - June 2, 1997

LINCOLN FINANCIAL INVESTMENT SERVICES CORPORATION

BD
CRD#: 5178
FORT WAYNE, IN
Past

September 15, 1994 - February 9, 1996

WMA SECURITIES, INC.

BD
CRD#: 32625
DULUTH, GA
Past

April 12, 1994 - October 10, 1994

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
CRD#: 2580
FORT WAYNE, IN
Past

April 12, 1994 - October 10, 1994

OSAIC FA, INC.

BD
CRD#: 3978
FORT WAYNE, IN

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 5/6/2008
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


CC
CONOVER CAPITAL MANAGEMENT
CONOVER CAPITAL MANAGEMENT | CONOVER CAPITAL MANAGEMENT, LLC

CRD#: 118393 / SEC#: 801-103469

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Contact information


Main Address
155 108th Ave Ne Suite 850, Bellevue, WA 98004
Mailing Address
Po Box 90007, Bellevue, WA 98009
Phone number
(425) 897-7100
Established
Firm type
Fiscal year end
# of Employees
7

Documents


Latest Form ADV

Part 2 Brochures

Regulatory assets under management


Total Number of Accounts334
AUM (Assets Under Management)$ 242,108,286

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


CONOVER CAPITAL MANAGEMENT

CRD#: 118393

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