Keith Childs
Keith Childs is a registered investment advisor at LPL Financial LLC, based in Athens, GA, with 36 years of industry experience. Keith is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
3720 Atlanta Hwy Ste 4, Athens, GA, 30606-3156
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2007Customer Dispute
January 2004Other Business ActivitiesSells Insurance
Keith operates Athena Wealth Management as a DBA for his LPL business since 2003. He also sells fixed life insurance and fixed annuities since 2004, and Athena Wealth Management LLC is a business entity for tax/investment purposes.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Morgan Stanley
Morgan Stanley Dw INC.Broker
A. G. Edwards & Sons, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations9 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.
Exams
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