Keith Burck is a CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in Fargo, ND, with 38 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
520 Main Ave, Fargo, ND, 58103
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Keith operates under the DBA Bell Investments for his LPL business since 2019. He also owns a business since 2022, dedicating minimal time to it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Infinex Investments, INC.Broker
Link Investment Services, INC.Broker
Alerus Securities CorporationBroker
Smith Barney INC.Broker
Lehman Brothers INC.Broker
E. F. Hutton & Company INCBroker
State Registrations25 states
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