![Kevin Michael Keefe](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Kevin Michael Keefe served as President & Chief Executive Officer at First Allied Securities, Inc. and First Allied Advisory Services, Inc. He was Chief Executive Officer at Realta Investment Advisors, Inc. from 2023 to 2025.
Other former roles include Principal at LPL Financial LLC and Money Management Institute, and Executive Vice President at Osaic, Inc. Mr. Keefe completed undergraduate studies at Suffolk University.
| Sociétés | Poste | Fin |
|---|---|---|
Realta Investment Advisors, Inc.
 Realta Investment Advisors, Inc. Investment ManagersFinance RIA tries to design a strategy based on the concept of asset allocation or spreading investments among several asset classes. They may use trading strategies that involve frequent trading of securities. Their methods of analysis include charting analysis, fundamental analysis, technical analysis, and cyclical analysis. | Directeur Général | 01/01/2025 |
First Allied Securities, Inc.
 First Allied Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services | Directeur Général | - |
Money Management Institute
 Money Management Institute Investment ManagersFinance Provides financial advisory services for individual & institutional investors | Corporate Officer/Principal | - |
LPL Financial LLC
 LPL Financial LLC Investment ManagersFinance LPL Financials’ advisory services are made available to clients primarily through individuals associated with LPL as investment advisor representatives (IARs). The IARs has access to various research reports and model portfolios to which they may refer in determining investment advice IAR provides to clients. The IAR chooses their own research methods, investment style and management philosophy. | Corporate Officer/Principal | - |
Osaic, Inc.
 Osaic, Inc. Investment ManagersFinance Provides wealth management services | Corporate Officer/Principal | - |
Actives
Inactives
Sociétés cotées
Entreprise privées
| Entreprise privées | 7 |
|---|---|
First Allied Securities, Inc.
First Allied Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
LPL Financial LLC
LPL Financial LLC Investment ManagersFinance LPL Financials’ advisory services are made available to clients primarily through individuals associated with LPL as investment advisor representatives (IARs). The IARs has access to various research reports and model portfolios to which they may refer in determining investment advice IAR provides to clients. The IAR chooses their own research methods, investment style and management philosophy. | Finance |
First Allied Advisory Services, Inc.
 First Allied Advisory Services, Inc. Investment ManagersFinance FAAS provides an asset management platform that seeks to combine the benefits of active, professional asset management with multiple professional asset management firms and management methodologies. The firm’s IARs use various securities to allocate client assets according to a strategy’s investment objective. These securities may include stocks, bonds, mutual funds, ETFs, unit investment trusts (UITs), certificates of deposit, Treasury securities, insurance products and alternative investments. The IARs are permitted to use their own method(s) of analysis. | Finance |
Suffolk University
 Suffolk University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Money Management Institute
Money Management Institute Investment ManagersFinance Provides financial advisory services for individual & institutional investors | Finance |
Realta Investment Advisors, Inc.
Realta Investment Advisors, Inc. Investment ManagersFinance RIA tries to design a strategy based on the concept of asset allocation or spreading investments among several asset classes. They may use trading strategies that involve frequent trading of securities. Their methods of analysis include charting analysis, fundamental analysis, technical analysis, and cyclical analysis. | Finance |
Osaic, Inc.
Osaic, Inc. Investment ManagersFinance Provides wealth management services | Finance |
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