AM
Alice C. Mckeon
FORTIS CAPITAL ADVISORS
Red Bank, NJ 07701
Some features on this profile are disabled
CRD#: 5007558
AM
Professional summary
Alice Cecilia Mckeon, who also goes by Alice Cecilia Glover, Alice Mckeon, Alice Glover Mckeon, is a registered financial advisor currently at FORTIS CAPITAL ADVISORS, LLC located in Red Bank, New Jersey and NETWORK 1 FINANCIAL SECURITIES INC. located in Red Bank, New Jersey.
Alice is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Alice has worked at 5 firms and has passed the Series 66, SIE, Series 79, Series 31 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Alice Cecilia Glover | Alice Mckeon | Alice Glover Mckeon
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.
1) FOUNDER AND MANAGING DIRECTOR OF TWIN LIGHTS CAPITAL, LLC. 21 SILVERBROOK ROAD, SHREWSBURY, NJ 07702. NOT INVESTMENT-RELATED. FIRM IS A CONSULTING BUSINESS IN THE AREA OF COMMERCIAL FINANCE. IT WAS FORMED IN CONNECTICUT IN 2009 THEN REGISTERED IN NEW JERSEY AS AN LLC IN 2010. TIME SPENT IS APPROXIMATELY 0 HOURS A MONTH DURING SECURITY TRADING HOURS. DUTIES: REPRESENT LENDERS FOR COMMERCIAL FINANCE. 2) NETWORK 1 FINANCIAL SECURITIES, SAME ADDRESS AS BRANCH, INVESTMENT RELATED, BROKER-DEALER, 140 HOURS PER MONTH DURING TRADING HOURS, REGISTERED REPRESENTATIVE 3) FORTIS CAPITAL ADVISORS, INVESMENT RELATED, SAME ADDRESS AS BRANCH, START 07/2024, RIA, 20 HOURS PER MONTH DURING TRADING HOURS, INVESTMENT ADVISOR REPRESENTATIVE 4) FIXED INSURANCE PRODUCTS, INVESTMENT RELATED, SAME ADDRESS AS BRANCH, START 06/2024, SALES OF FIXED INVESTMENT PRODUCTS, 5 HOURS PER MONTH DURING TRADING, SALESPERSON.
CRS (Client Relationship Summary) - RIA
Click below to view Alice Cecilia Mckeon'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®
NoneExperience
Current
July 9, 2024 - Present
FORTIS CAPITAL ADVISORS, LLC
Office #1: 2 Bridge Ave, Suite 241, Red Bank, NJ 07701RIA
CRD#: 309709
Red Bank, NJ
Current
November 9, 2011 - Present
NETWORK 1 FINANCIAL SECURITIES INC.
Office #1: The Galleria Penthouse, Building 2 Suite 241 2 Bridge Avenue, Red Bank, NJ, 07701BD
CRD#: 13577
Red Bank, NJ
Past
August 21, 2013 - July 10, 2024
NETWORK 1 FINANCIAL ADVISORS INC.
RIA
CRD#: 121239
RED BANK, NJ
Past
September 13, 2006 - October 20, 2009
PLANET WEALTH SECURITIES, INC.
BD
CRD#: 119251
BENTONVILLE, AR
Past
January 30, 2006 - June 7, 2006
MORGAN STANLEY DW INC.
RIA
CRD#: 7556
GREENWICH, CT
Past
November 15, 2005 - June 7, 2006
MORGAN STANLEY DW INC.
BD
CRD#: 7556
GREENWICH, CT
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FC
FORTIS CAPITAL ADVISORS, LLC
ARCHER WEALTH PLANNING | WESTLAKE WEALTH MANAGEMENT, LLC | UNITED SUCCESS BUSINESS ADVISORY LLC | TURMAN FINANCIAL GROUP, LLC | TRUVIUM CAPITAL PARTNERS | TIMBER POINT CAPITAL MANAGEMENT | SJ BOYLE WEALTH PLANNING, LLC | SERENITY WEALTH MANAGEMENT | RAPPS & ASSOCIATES | PFS ADVISORS, LLC | NEXT HORIZON ADVISORS, LLC | NETWORK 1 FINANCIAL PRIVATE WEALTH MANAGEMENT | LRVS ADVISORY GROUP | JOSHPE FINANCIAL | ISAAC FINANCIAL | HORIZON PRIVATE WEALTH | GRATUS WEALTH MANAGEMENT | GENERATIONS WEALTH PARTNERS | FORTIS CAPITAL ADVISORS, LLC | COPA WEALTH STRATEGIES | COMPASS WEALTH SOLUTIONS | CLEARPATH FINANCIAL | BE INVESTMENT MANAGEMENT | AWS WEALTH MANAGEMENT
CRD#: 309709 / SEC#: 801-119354
RIA
Registered Investment Advisory firm - (8/28/2020 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(3/18/2022)
RR
California(9/6/2016)
RR
Connecticut(6/18/2025)
RR
Florida(8/18/2017)
RR
New Jersey(11/22/2011)
IAR
New Jersey(7/9/2024)
RR
New York(1/10/2014)
RR
Oklahoma(11/21/2024)
RR
Puerto Rico(10/6/2022)
RR
Texas(9/2/2016)
RR
Washington(8/30/2017)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market
Current Firm
FC
FORTIS CAPITAL ADVISORS, LLC
ARCHER WEALTH PLANNING | WESTLAKE WEALTH MANAGEMENT, LLC | UNITED SUCCESS BUSINESS ADVISORY LLC | TURMAN FINANCIAL GROUP, LLC | TRUVIUM CAPITAL PARTNERS | TIMBER POINT CAPITAL MANAGEMENT | SJ BOYLE WEALTH PLANNING, LLC | SERENITY WEALTH MANAGEMENT | RAPPS & ASSOCIATES | PFS ADVISORS, LLC | NEXT HORIZON ADVISORS, LLC | NETWORK 1 FINANCIAL PRIVATE WEALTH MANAGEMENT | LRVS ADVISORY GROUP | JOSHPE FINANCIAL | ISAAC FINANCIAL | HORIZON PRIVATE WEALTH | GRATUS WEALTH MANAGEMENT | GENERATIONS WEALTH PARTNERS | FORTIS CAPITAL ADVISORS, LLC | COPA WEALTH STRATEGIES | COMPASS WEALTH SOLUTIONS | CLEARPATH FINANCIAL | BE INVESTMENT MANAGEMENT | AWS WEALTH MANAGEMENT
CRD#: 309709 / SEC#: 801-119354
RIA
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Contact information
Main Address
7301 Mission Road Suite 326, Prairie Village, KS 66208
Mailing Address
Phone number
(913) 222-8862
Established
Firm type
Fiscal year end
# of Employees
69
SEC notice filing (33 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,774 |
| AUM (Assets Under Management) | $ 1,212,196,068 |
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.
