KR
KR

Keagan Rushmore

17 Years of Experience
Tampa, FL
BrokerSells Insurance

Keagan Rushmore is a registered investment advisor, based in Tampa, FL, with 17 years of industry experience.

Location

4301 Anchor Plaza Parkway, Suite 450, Tampa, FL, 33634

Get directions

History

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 →
Other Business ActivitiesSells Insurance

Keagan is a financial planner and involved in insurance sales and service, including fixed and indexed annuity sales, through L2 Advisors, LLC, dedicating about 10-20% of his time during trading hours. He also engages in tax preparation and accounting through Great Lakes Tax Team LLC, assists at his kids' school, and is involved in fundraising for BSA Troop 345, spending minimal time on these activities during trading hours, and works with BizEquity as a financial planner.

Employment History
Current Registrations
J.W. Cole Financial, INC.Broker
September 2025 - Present · 10 mos
J. W. Cole Advisors, INC.
September 2025 - Present · 10 mos
Previous Registrations
USA Financial Securities LLCBroker
November 2016 - September 2025 · 8 yrs 10 mos
USA Financial Securities Corporation
November 2016 - September 2025 · 8 yrs 10 mos
Planmember Securities Corporation
January 2010 - December 2016 · 6 yrs 11 mos
Planmember Securities Corporation
June 2009 - January 2010 · 7 mos
Planmember Securities CorporationBroker
March 2009 - December 2016 · 7 yrs 9 mos
State Registrations9 states
COFLHIIDMIOHORPATN
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.
Keagan Rushmore - Financial Advisor | TrueAdvisor