Eric Keller
Eric Keller is a registered investment advisor at LPL Financial LLC, based in Greenville, SC, with 27 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
355 S. Main St. 1st Flr #2281, Greenville, SC, 29601
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2015Customer Dispute
October 2003Other Business Activities
Eric works as a 1099 subcontractor refereeing high school soccer, spending a few hours per week. He also mentors Clemson University business students, which is a full-time commitment. Additionally, Eric volunteers as Vice-President of Pinnacle Pointe Homeowner's Association, dedicating minimal time each month.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Geneos Wealth Management, INC.
Geneos Wealth Management, INC.Broker
Multi-Financial Securities CorporationBroker
Multi-Financial Securities Corporation
UBS Financial Services INC.
UBS Financial Services INC.Broker
Orbitex Funds Distributor, INC.Broker
Funds Distributor, INC.Broker
Edward D. Jones & CO., L.P.Broker
State Registrations7 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.