Jeffrey William Keane

Employer firm

Capital Investment Advisors, LLC CRD 158055

$8.21B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• GENERAL CONSULTING ENGAGEMENTS

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

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

Current Employers

Employment History

• 12/2014 → Present
  Capital Investment Advisors, Llc
  Atlanta, GA
• 08/2022 → Present
  Capital Investment Advisors
  Atlanta, GA

Previous Registrations

• 2002-09-24 → 2004-02-04
  Pruco Securities, Llc.
  San Diego, CA

Other Businesses

Capital Affiliate Holdings, LLC (“CAH”), is the owner of Capital Investment Advisors, LLC (“CIA”), a registered investment adviser. CAH also owns and operates other businesses. When circumstances require it, Jeff provides managerial guidance and other operational support to the portfolio of CAH businesses.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-05-01
• S63 Uniform Securities Agent State Law Examination
  2014-04-04