Crystal A. Mckeon
Professional summary
Crystal Allison Mckeon, CFP®, who also goes by Crystal Allison Bott, is a registered financial advisor currently at TSA WEALTH MANAGEMENT located in Houston, Texas.
Crystal is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Crystal has worked at 5 firms and has passed the Series 66, Series 79TO, Series 99TO, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Crystal Allison Mckeon's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 3, 2022 - Present
TSA WEALTH MANAGEMENT
Office #1: 5718 Westheimer Road Suite 950, Houston, TX 77057July 19, 2018 - February 24, 2023
TRI-STAR ADVISORS, INC.
January 2, 2015 - January 6, 2023
CALTON & ASSOCIATES, INC.
February 9, 2011 - July 30, 2018
PARALLAX INVESTMENTS, LLC
October 14, 2009 - December 31, 2014
TRI-STAR FINANCIAL
Primary Firm SEC Registration
TSA WEALTH MANAGEMENT
CRD#: 323123 / SEC#: 801-126689
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/3/2022)
Exams
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationSeries 99TO
Date: 1/2/2023
Operations Professional ExaminationCurrent Firm
TSA WEALTH MANAGEMENT
CRD#: 323123 / SEC#: 801-126689
Contact information
SEC notice filing (5 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 658 |
| AUM (Assets Under Management) | $ 300,542,390 |
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.
