Morgan Keegan Fund Management, Inc. (St. Petersburg)

Name: Morgan Keegan Fund Management, Inc.
Address: 880 Carillon Parkway, St. Petersburg, FL, 33716
Telephone: 727-567-4331

Morgan Keegan Fund Management, Inc. is a related adviser based in St. Petersburg. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Tennessee.

Morgan Keegan Fund Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Morgan Keegan Fund Management, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Morgan Keegan Fund Management, Inc.

Thomas Jeter Mcquiston has been acting as President since 1 Nov 1988. Brent Patrick Nicks joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Thomas Jeter Mcquiston	President	1 Nov 1988	Other	1242271
Charles Darryl Maxwell	Secretary/treasurer	1 Nov 1988	Other	1492875
Joseph Clement Weller	Director	1 Nov 1988	Other	462863
Inc. Mk Holding	Direct owner, holding company	1 Mar 2001	75% - 100%	00-0000000
David Michael George	Chief compliance officer	1 Oct 2004	Other	502709
Michele Lorraine Fowler	Chief compliance officer	1 Apr 2006	Other	4534832
James Timothy Ritt	Chief compliance officer	1 Mar 2008	Other	1836011
James Anthony Parrish	Director	1 Mar 2008	Other	1421066
Cynthia Denise Morrison	Chief compliance officer	1 Jan 2009	Other	3003956
Brent Patrick Nicks	Compliance liaison	1 Jan 2009	Other	4067773
Robert Patrick Kruczek	Director	1 Feb 2009	Other	2389311
William Arnot Geary	Director	1 May 2012	Other	1680611
David Jonathan Wages	Assistant secretary/treasuer	1 May 2012	Other	4451941
Taretha Ann Robinson	Cco - investment advisory	1 Aug 2012	Other	4539081
Heather Diane Smith	Cco - advisery	1 Sep 2012	Other	4349745
Anita Malek Kailing	Assistant secretary	1 Nov 2012	Other	5342362
Tarek Helal	President	1 Apr 2013	Other	4240999
Brent Patrick Nicks	Chief compliance officer	1 Jul 2013	Other	4067773

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Regions Financial Corporation	Indirect owner	1 Nov 2001	75% - 100%	63-0371391
Inc. Raymond James Financial	Indirect owner	1 Apr 2012	75% - 100%	59-1517485

Based in St. Petersburg

The principal office where Morgan Keegan Fund Management, Inc. performs its advisory services is located at 880 Carillon Parkway, St. Petersburg, FL 33716, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 727-567-4331 or by fax 727-567-7509. The normal business hours are 8:30 a.m. to 4:30 p.m. on Monday - Friday. You can find more information about the New York firm at www.morgankeegan.com.