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WK

Wesley J. Keeton

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CRD#: 4493600
WK

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.

Wesley Jay Keeton, ChFC®, CLU®, who also goes by Wes Keeton, was a registered financial professional .

Wesley is a previously registered financial professional and started their career in finance in 2002. Wesley had worked at 10 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 24, Series 9 and Series 10 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Wes Keeton

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®
ChFC®

Experience


Past

February 25, 2019 - November 22, 2021

THE KEETON GROUP

RIA
CRD#: 300181
DALLAS, TX
Past

January 8, 2018 - December 31, 2018

AMERITAS INVESTMENT COMPANY, LLC

RIA
CRD#: 14869
Dallas, TX
Past

January 2, 2018 - December 31, 2018

AMERITAS INVESTMENT COMPANY, LLC

BD
CRD#: 14869
Dallas, TX
Past

September 24, 2014 - January 8, 2018

PRUCO SECURITIES, LLC.

RIA
CRD#: 5685
IRVING, TX
Past

September 22, 2014 - January 8, 2018

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
IRVING, TX
Past

February 19, 2013 - September 15, 2014

NEW ENGLAND SECURITIES

BD
CRD#: 615
DALLAS, TX
Past

August 26, 2005 - September 15, 2014

MSI FINANCIAL SERVICES, INC.

RIA
CRD#: 14251
DALLAS, TX
Past

August 4, 2005 - July 9, 2007

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEW YORK, NY
Past

August 4, 2005 - September 15, 2014

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
DALLAS, TX
Past

May 24, 2005 - August 2, 2005

CHASE INVESTMENT SERVICES CORP.

RIA
CRD#: 25574
DALLAS, TX
Past

May 24, 2005 - August 2, 2005

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
CHICAGO, IL
Past

September 3, 2003 - March 15, 2005

OSAIC FA, INC.

RIA
CRD#: 3978
DALLAS, TX
Past

September 3, 2003 - March 15, 2005

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
CRD#: 2580
FORT WAYNE, IN
Past

September 3, 2003 - March 15, 2005

OSAIC FA, INC.

BD
CRD#: 3978
FORT WAYNE, IN
Past

July 18, 2002 - August 29, 2003

A. G. EDWARDS & SONS, INC.

RIA
CRD#: 4
DALLAS, TX
Past

March 15, 2002 - August 29, 2003

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
ST. LOUIS, MO

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
RR
IAR
Series 66
Date: 7/17/2002
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 10/31/2011
General Securities Principal Examination
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


TK
THE KEETON GROUP
THE KEETON GROUP | THE KEETON GROUP, LLC

CRD#: 300181 / SEC#:

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Contact information


Main Address
6301 Gaston Ave Ste 1507, Dallas, TX 75214
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

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


THE KEETON GROUP

CRD#: 300181

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