Keith Hamilton
Keith Hamilton is a CFP-designated registered investment advisor at LPL Financial LLC, based in Anacortes, WA, with 24 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
1218 Commercial Avenue, Anacortes, WA, 98221
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Keith operates Peoples Investments as a DBA for his LPL business, dedicating full-time hours to it. He also has a financial institution duty at Peoples Bank, and is a partner in Evergreen Merch, a family business selling used books and merchandise online, dedicating minimal time to each. Keith also sells non-variable insurance through The Marketing Alliance, dedicating minimal time to it.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial LLC
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ameriprise Advisor Services, INC.Broker
Ameriprise Advisor Services, INC.
RBC Dain Rauscher INC.
RBC Dain Rauscher INC.Broker
Painewebber IncorporatedBroker
State Registrations29 states
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.