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Edward Mckeever

45 Years of Experience
Winter Park, FL
Broker

Edward Mckeever is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Winter Park, FL, with 45 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

1400 W. Fairbanks Ave, Suite 104, Winter Park, FL, 32789

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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.

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Other Business Activities

Edward is the owner and manager of McKeever & Associates, Inc., a support company for an RJFS branch, dedicating a few hours per week to this role. He also owns rental real estate through Winter Park Investment Group, Inc., spending minimal time on this activity.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.Broker
January 2003 - Present · 23 yrs 4 mos
Previous Registrations
Raymond James Financial Services
April 2003 - October 2009 · 6 yrs 6 mos
Mckeever & Associates, INC.
March 1995 - December 2012 · 17 yrs 9 mos
Fsc Securities CorporationBroker
January 1991 - January 2003 · 12 yrs
Shubert Rizor Securities, INC.Broker
August 1989 - December 1990 · 1 yr 4 mos
Kidder, Peabody & CO. IncorporatedBroker
May 1987 - July 1989 · 2 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 1982 - May 1987 · 4 yrs 5 mos
Smith Barney, Harris Upham & CO., IncorporatedBroker
November 1981 - September 1982 · 10 mos
Bache Halsey Stuart Shields IncorporatedBroker
August 1980 - September 1981 · 1 yr 1 mo
State Registrations30 states
ALARAZCACOCTDEFLGAILINKYMAMDMIMOMSNCNJNYOHORPASCTNTXUTVAWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Edward Mckeever - Financial Advisor | TrueAdvisor