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Alice Cecilia Mckeon

17 Years of Experience
1 DisclosureBrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingEstate PlanningTax PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
50 advisors
Number of Clients
1,874 clients
Average Client Portfolio
$647K average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$750K
Minimum Annual Fee:$10,000
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Location

2 Bridge Ave, Suite 241, Red Bank, NJ, 07701

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History

Regulatory History (1)
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Judgment / Lien
September 2007
Other Business ActivitiesSells Insurance

Alice is the founder and managing director of Twin Lights Capital, LLC, a commercial finance consulting business, but spends no time on it during trading hours. She is also a registered representative with Network 1 Financial Securities (full-time), an investment advisor representative with Fortis Capital Advisors (about 10-20% of her time), and sells fixed insurance products (a few hours per week).

Employment History
Current Registrations
Fortis Capital Advisors, LLC
July 2024 - Present · 1 yr 7 mos
Network 1 Financial Securities INC.Broker
November 2011 - Present · 14 yrs 3 mos
Previous Registrations
Network 1 Financial Advisors INC.
August 2013 - July 2024 · 10 yrs 11 mos
Sfg Securities, INC.Broker
September 2006 - October 2009 · 3 yrs 1 mo
Morgan Stanley
January 2006 - June 2006 · 5 mos
Morgan Stanley Dw INC.Broker
November 2005 - June 2006 · 7 mos
State Registrations10 states
AZCACTFLNJNYOKPRTXWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Alice Cecilia Mckeon - Financial Advisor | TrueAdvisor