Keith Wilson
Keith Wilson is a registered investment advisor at LPL Financial LLC, based in Greensboro, NC, with 22 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
2709-C Pinedale Rd, Greensboro, NC, 27408
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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 in several business activities, including Wilson Senior Benefits and Wilson Financial Advisors, where he sells non-variable insurance products like life, health, LTC, and fixed annuities, dedicating about 10-20% of his time to each. He also provides tax preparation services, teaches video production, and monetizes YouTube content, spending minimal time on tax prep and a few hours per week on the other two.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Investment Advisors
Proequities, INC.Broker
Royal Alliance Associates, INC.Broker
State Registrations10 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.