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Brendan James O'Keefe is a financial advisor professional located in Orleans, MA. They specialize in financial advisory. With over 26 years of experience, they bring deep expertise to every client.
Brendan James O'Keefe - Cambridge Investment Research, Inc. holds an active professional license (FINRA CRD) for your protection.
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Brendan James O'Keefe operates through Cambridge Investment Research, Inc. in Orleans, Massachusetts, with 26 years of experience in financial advisory services. He holds a FINRA CRD license (number 4069517), which governs his practice in the securities and investment industry. His extensive tenure reflects a sustained career helping clients navigate financial planning and investment decisions.
A FINRA CRD license indicates that Brendan James O'Keefe is registered with the Financial Industry Regulatory Authority, the primary regulator overseeing investment professionals and securities firms. This registration means he is authorized to provide investment advisory services and is subject to FINRA's compliance rules, examination requirements, and ongoing regulatory oversight. The CRD number (4069517) is a unique identifier that allows clients to verify his registration status and disciplinary history through FINRA's public database, providing transparency about his credentials and standing in the industry.