Keith Cameron
Keith Cameron is a CFP-designated registered investment advisor at LPL Financial LLC, based in Lacey, WA, with 21 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
612 Woodland Square Loop Se, Ste 320, Lacey, WA, 98503
Get directionsHistory
Regulatory History (9)
Customer Dispute
June 2006Customer Dispute
September 2005Customer Dispute
May 2005Employment Separation After Allegations
November 2004Customer Dispute
June 2003Customer Dispute
February 2003Customer Dispute
January 2003Customer Dispute
December 2002Customer Dispute
December 2002Other Business ActivitiesSells Insurance
Keith operates under Cameron Wealth Management, Inc. as a DBA for his LPL business and provides investment advisory services through Financial Advocates Investment Management, dedicating full-time hours to each. He also engages in non-variable insurance activities through Mcswain Financial Services, spending minimal time on it, and performs notary services.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Financial Advocates Investment Management
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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.