CoastalOne has appointed Kevin M. Keefe, CFA®, as CEO.
Previously, he was president and CEO of Cetera subsidiary First Allied Securities, an independent broker-dealer and RIA supporting 700 affiliated financial advisers, where he accelerated growth and led the firm through an integration into a larger network of broker-dealers.
Prior to that, Keefe was executive vice president and CEO of Corporate RIA at Advisor Group, where he provided strategic support for network-wide initiatives and was responsible for investment advisory, product, platform, retirement plan and investment research/due diligence functions for the network's 6,000 independent financial advisers. Keefe was also a senior vice president at LPL Financial and oversaw the development, implementation and ongoing management of platforms and services at the largest independent broker-dealer in United States. He served as a senior vice president at BISYS and a director of product development fidelit
