Keith Toussaint
Keith Toussaint is a registered investment advisor at LPL Financial LLC, based in Toms River, NJ, with 30 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
1 Hadley Ave Ste 1, Toms River, NJ, 08753
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Regulatory History (1)
Customer Dispute
September 2008Other Business ActivitiesSells Insurance
Keith operates Toussaint Financial Services as a sole proprietor, working as an investment advisor and advising clients on insurance products including life, long-term care, and disability insurance, dedicating the majority of his time to this. He also runs an independent insurance agency, Toussaint Financial Services, selling insurance through Crump, dedicating about 10-20% of his time to this.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
The Investment Center, INC.Broker
Ic Advisory Services, INC.
Signator Investors, INC.
Signator Investors, INC.Broker
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
1717 Capital Management Company
1717 Capital Management CompanyBroker
State Registrations13 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.