Keith Manning
Keith Manning is a PFS-designated registered investment advisor at LPL Financial LLC, based in Severna Park, MD, 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
645 Baltimore Annapolis Blvd, Ste 218, Severna Park, MD, 21146-3934
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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 is involved with Lighthouse Financial Services, LLC, selling non-variable insurance and operating as a DBA for LPL business, dedicating minimal time and about 10-20% of his time respectively. He also works with Kamins and Manning, P.C. for tax preparation/accounting/CPA services, spending nearly full-time hours on this activity.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Grove Point Advisors, LLC
H. Beck, INC.
Grove Point Investments, LLCBroker
State Registrations14 states
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