Unclaimed Profile

John Patrick Keeney

KEENEY FINANCIAL GROUP INC.·COLUMBIA, Maryland

SIE, Series 6, Series 7, Series 24, Series 63, Series 65Clean record25 years registeredKEENEY FINANCIAL GROUP INC.

6811 BENJAMIN FRANKLIN DRIVE, COLUMBIA, MD 21046CRD# 1794419Firm CRD# 281333

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Patrick Keeney · COLUMBIA, MD

Registration

CRD #1794419 · KEENEY FINANCIAL GROUP INC. · 25 years registered

Brand Profile

Not yet started

Career History

BEACON POINTE ADVISORS, LLC

Feb 2024 – present

KEENEY FINANCIAL GROUP INC.

Nov 2015 – Mar 2024

COLUMBIA, MD

LPL FINANCIAL LLC

Jan 2001 – Nov 2015

COLUMBIA, MD

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · January 23, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

KEENEY FINANCIAL GROUP INC.

CRD 281333 · SEC 801-106762

AUM

$386M

Regulatory assets under management

Employees

1,179 client accounts

Services offered by KEENEY FINANCIAL GROUP INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at KEENEY FINANCIAL GROUP INC. →

Introduction

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Frequently Asked Questions

What services does John Patrick Keeney offer?

John Patrick Keeney specializes in Financial Planning, Investment Management. Contact their office in COLUMBIA, Maryland for a consultation.

What are John Patrick Keeney's credentials?

John Patrick Keeney is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Patrick Keeney located?

John Patrick Keeney is based in COLUMBIA, Maryland, working with KEENEY FINANCIAL GROUP INC.. Their office serves clients in the COLUMBIA metropolitan area and surrounding communities.

How does John Patrick Keeney charge for services?

John Patrick Keeney's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KEENEY FINANCIAL GROUP INC.?

KEENEY FINANCIAL GROUP INC. has approximately 10 employees and manages $386M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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