GK
GK

G Keever

36 Years of Experience
Wilmington, DE
BrokerSells Insurance

G Keever is a registered investment advisor at LPL Financial LLC, based in Wilmington, DE, with 36 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

15 Middleton Dr., Wilmington, DE, 19808

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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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Other Business ActivitiesSells Insurance

G established Covenant Properties I LLC with his father in 2004 to purchase a building and also owns rental office space. G also operates under the DBAs Covenant Wealth Strategies and Covenant Wealth Strategies, LLC, and spends minimal time on fixed insurance sales.

Employment History
Current Registrations
LPL Financial LLC
December 1999 - Present · 26 yrs 5 mos
LPL Financial LLCBroker
December 1999 - Present · 26 yrs 5 mos
Previous Registrations
Ascend Financial Services, INC.Broker
August 1989 - December 1999 · 10 yrs 4 mos
State Registrations30 states
ALAZCACOCTDCDEFLGAHIIDILKYMAMDMEMNNCNJNYOHOKPARISCTNTXVAWAWV
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.
G Keever - Financial Advisor | TrueAdvisor