Robert Keller
Robert Keller is a registered investment advisor at LPL Financial LLC, based in Burlingame, CA, with 32 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
301 California Dr. Ste 10, Burlingame, CA, 94010
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
July 2017Other Business Activities
Robert operates Keller Capital Advisors as a DBA for his LPL business. He also owns OAKS DRIVE, LLC, a real estate rental property, dedicating minimal time to it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
B. Riley Wealth Advisors, INC.
B. Riley Wealth ManagementBroker
B Riley Wealth Management
Morgan Stanley
Morgan StanleyBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Quick & Reilly, INC.
Quick & Reilly, INC.Broker
Wells Fargo Investments, LLCBroker
Wells Fargo Investments, LLC
Quick & Reilly, INC.
Quick & Reilly, INC.Broker
Worldco, L.L.C.Broker
Raymond James & Associates, INC.Broker
Prudential Securities IncorporatedBroker
NationssecuritiesBroker
Dean Witter Reynolds INC.Broker
State Registrations16 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.