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D. Bruce Keefe

Kestra Advisory Services, LLC

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About D. Bruce Keefe

D. Bruce Keefe is a financial advisor with over 40 years of experience in the financial services industry. D. Bruce is currently registered with Kestra Advisory Services, LLC. D. Bruce provides investment advisory services to individuals, businesses, insurance companies, pension and profit-sharing plans, charitable organizations, and corporations. D. Bruce also provides financial planning services. D. Bruce has been a registered representative since 1974. D. Bruce has also held positions at FMS Securities, Inc., and Pacific Equity Sales Company. D. Bruce is a registered representative in California, Colorado, and Florida.

Firm Information

D. Keefe is currently registered with Kestra Advisory Services, LLC. Kestra Advisory Services, LLC is a financial advisory firm based in Austin, TX, with over 1,200 investment advisor representatives and 48.3 billion in assets under management. Kestra offers a variety of financial advisory services including financial planning, portfolio management, and pension consulting. The firm serves a broad range of clients, including individuals, corporations, insurance companies, pension plans, and charitable organizations. Kestra participates in wrap fee programs.
Kestra Advisory Services, LLC

5707 SOUTHWEST PARKWAY

AUSTIN, TX 78735

$48.32B

Assets Under Management

6,180

Total Clients

1,197

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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D. Keefe’s Registration & Firm History

CA

04/21/2016 - Present

Kestra Advisory Services, LLC (ENCINO CA)

CA

05/10/1991 - 06/14/2000

FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)

NA

07/06/1984 - 05/06/1991

FMS SECURITIES, INC.

NA

08/01/1974 - 07/10/1981

PACIFIC EQUITY SALES COMPANY

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/25/1974

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for D. Bruce Keefe.
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