Phoebe O'keeffe
Investment adviser representative at Kestra Advisory Services, LLC
10 yearsExperience
1 stateRegistered in
$79.8BFirm assets
27 yearsFirm in business
Are you Phoebe O'keeffe? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Kestra Advisory Services, LLCSep 2025 to now
- Kestra Investment Services, LLCSep 2025 to now
- Bank of America, N.A.Jan 2025 to Aug 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2022 to Aug 2025
- The Pie BarNov 2021 to Nov 2022
- The Pie BarSep 2018 to Dec 2020
- Ywca LubbockAug 2017 to Dec 2017
- Wee CareJan 2017 to May 2017
- Texas Tech UniversityAug 2015 to Dec 2020
- Growing Scholars MontessoriJan 2015 to Aug 2021
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
Kestra Advisory Services, LLC
$79.8BAssets managed
117,403Clients
1,473Advisers
27 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8003239
- Firm CRD
- 283330