Keith O'keefe is a registered investment advisor, based in Frisco, TX, with 18 years of industry experience.
Location
Frisco, TX
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Allstate Financial Services, LLCBroker
June 2025 - Present · 11 mos
Allstate Financial Advisors, LLC
June 2025 - Present · 11 mos
Previous Registrations
Raymond James Financial Services, INC.Broker
May 2021 - July 2023 · 2 yrs 2 mos
Raymond James Financial Services Advisors, INC
May 2021 - July 2023 · 2 yrs 2 mos
LPL Financial LLC
July 2018 - May 2021 · 2 yrs 10 mos
LPL Financial LLCBroker
July 2018 - May 2021 · 2 yrs 10 mos
Natixis Advisors, L.P.
October 2009 - July 2018 · 8 yrs 9 mos
Natixis Distribution, L.P.Broker
October 2009 - July 2018 · 8 yrs 9 mos
Metlife Securities INC.
July 2007 - October 2009 · 2 yrs 3 mos
Metlife Securities INC.Broker
January 2007 - October 2009 · 2 yrs 9 mos
Metropolitan Life Insurance CompanyBroker
January 2007 - July 2007 · 6 mos
Guardian Investor Services LLCBroker
August 2005 - November 2006 · 1 yr 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2005 - August 2005 · 4 mos
Merrill Lynch Pierce Fenner & Smith INC.
April 2005 - August 2005 · 4 mos
State Registrations3 states
AZOKTX
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.