TK
TK

Thomas Kehoe

28 Years of Experience
New Port Richey, FL
1 DisclosureBrokerSells Insurance

Thomas Kehoe is a registered investment advisor at Cetera Investment Advisers LLC, based in New Port Richey, FL, with 28 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

9233 Green Pines Terrace, New Port Richey, FL, 34655

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History

Regulatory History (1)
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Customer Dispute
January 2005
Settled
Other Business ActivitiesSells Insurance

Thomas is an insurance agent at Avantax Insurance Agency LLC since 2015, spending about 10-20% of his time selling insurance. He also serves as an Elder at Generations Christian Church and prepares income tax returns and provides accounting services for Block Advisors by H&R Block, dedicating about half his time to this.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
January 2016 - September 2025 · 9 yrs 8 mos
Avantax Investment Services, INC.Broker
December 2015 - September 2025 · 9 yrs 9 mos
Transamerica Financial Advisors, INC.
May 2010 - December 2015 · 5 yrs 7 mos
Intersecurities, INC.
November 2004 - December 2005 · 1 yr 1 mo
Transamerica Financial Advisors, INCBroker
November 2004 - December 2015 · 11 yrs 1 mo
Investacorp Advisory Services INC
October 2000 - November 2004 · 4 yrs 1 mo
Investacorp, INC.Broker
July 2000 - November 2004 · 4 yrs 4 mos
First Southeastern Securities Group, IncorporatedBroker
March 1998 - July 2000 · 2 yrs 4 mos
State Registrations3 states
FLGAIL
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Thomas Kehoe - Financial Advisor | TrueAdvisor