Richard Weston Keenan

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2016 → Present
  Raymond James & Associates, Inc
  Austin, TX

Previous Registrations

• 2015-04-10 → 2015-12-21
  United Capital Financial Advisors
  Austin, TX
  Harlingen, TX
• 2014-02-03 → 2015-04-13
  Vsr Financial Services, Inc.
  Austin, TX
  Overland Park, KS
  Worden, IL
• 2013-03-25 → 2014-02-26
  Mutual Of Omaha Investor Services, Inc.
  Atlanta, GA

Other Businesses

(1)Name of Business: Fieldwise Connect Address: 7702 Copano Drive, Austin, TX, 78749, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 05/01/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Just built a digital asset for potential future use down the road. (2)Name of Business: P&L Outfitters Address: 7702 Copano Drive, Austin, TX, 78749, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 02/01/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Occasionally guiding on outdoor hunting and fishing trips. Nothing during RJ business hours.

Exams

• S66 Uniform Combined State Law Examination
  2013-03-14

Other Names

• Weston Keenan