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JK

Judy A. Kehoe

KEHOE INVESTMENT SERVICES
Deland, FL
CRD#: 2963040
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JK
Judy Ann KehoeKEHOE INVESTMENT SERVICES

Professional summary


Judy Ann Kehoe, who also goes by Judith Mcmillan, Judy Ann Mcmillan, is a registered financial advisor currently at KEHOE INVESTMENT SERVICES, INC located in Deland, Florida.

Judy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Judy has worked at 6 firms and has passed the Series 66, Series 63, Series 7 and Series 6 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Judith Mcmillan | Judy Ann Mcmillan

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 Judy Ann Kehoe'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

June 28, 2010 - January 23, 2019

KEHOE INVESTMENT SERVICES, INC

RIA
CRD#: 148997
PONTE VEDRA, FL
Past

August 22, 2001 - July 20, 2007

BROOKSTREET SECURITIES CORPORATION

RIA
CRD#: 14667
GRESHAM, OR
Past

July 9, 2001 - July 20, 2007

BROOKSTREET SECURITIES CORPORATION

BD
CRD#: 14667
GRESHAM, OR
Past

November 9, 1999 - July 13, 2001

KMS FINANCIAL SERVICES, INC.

BD
CRD#: 3866
SEATTLE, WA
Past

February 25, 1999 - November 5, 1999

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
CRD#: 2580
FORT WAYNE, IN
Past

February 25, 1999 - November 5, 1999

OSAIC FA, INC.

BD
CRD#: 3978
FORT WAYNE, IN
Past

October 24, 1997 - February 15, 1999

WS GRIFFITH SECURITIES, INC.

BD
CRD#: 10410
HARTFORD, CT

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
RR
IAR
Series 66
Date: 1/20/2000
Uniform Combined State Law Examination
State Security Law 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)$ 9,657,440

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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