BK
BK

Braden Keighan

33 Years of Experience
Fresno, CA
Broker

Braden Keighan is a registered investment advisor at LPL Financial LLC, based in Fresno, CA, with 33 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

5200 N Palm Ave., Ste 403, Fresno, CA, 93704

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
LPL Financial LLC
February 2024 - Present · 2 yrs 3 mos
LPL Financial LLCBroker
February 2024 - Present · 2 yrs 3 mos
LPL Financial LLC
February 2024 - Present · 2 yrs 3 mos
Previous Registrations
Morgan StanleyBroker
June 2009 - February 2024 · 14 yrs 8 mos
Morgan Stanley
June 2009 - February 2024 · 14 yrs 8 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
July 1997 - April 2007 · 9 yrs 9 mos
Morgan Stanley Dw INC.Broker
April 1992 - April 2007 · 15 yrs
State Registrations16 states
AZCACOCTFLGAIDINMAMONCNENVTNTXWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.