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John Patrick Killeen

R. F. Lafferty & CO., Inc.

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About John Patrick Killeen

John Patrick Killeen is a registered representative with R. F. Lafferty & CO., Inc. in New York, NY. John has over 30 years of experience in the financial services industry. John previously worked at Fulcrum Securities, LLC in Saint Louis, MO, Nationwide Securities, LLC in Monroe, NY, 1717 Capital Management Company in Tarrytown, NY, and First Investors Corporation. John holds Series 6 and SIE licenses.

Firm Information

John Killeen is currently registered with R. F. Lafferty & CO., Inc.. R. F. Lafferty & CO., Inc. is a corporation formed in May 1976, headquartered in New York, NY. The firm provides portfolio management for individuals and selects other advisors, and has a total of 148 client accounts with $90,879,915 in regulatory assets under management. The firm is registered with the SEC and in 53 states.
R. F. Lafferty & CO., Inc.

40 WALL STREET

NEW YORK, NY 10005

$90.88M

Assets Under Management

45

Total Clients

50

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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John Killeen’s Registration & Firm History

NY

10/21/2015 - Present

R. F. Lafferty & CO., Inc. (NEW YORK NY)

MO

08/25/2010 - 03/24/2016

FULCRUM SECURITIES, LLC (SAINT LOUIS MO)

NY

08/01/2008 - 07/27/2010

NATIONWIDE SECURITIES, LLC (MONROE NY)

NY

05/15/1985 - 08/01/2008

1717 CAPITAL MANAGEMENT COMPANY (TARRYTOWN NY)

NA

07/21/1983 - 03/12/1985

FIRST INVESTORS CORPORATION

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/20/1983

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Patrick Killeen.
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