Katherine Keck
Katherine Keck is a CFP-designated registered investment advisor at LPL Financial LLC, based in Orwigsburg, PA, with 28 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
237 Grove St, Orwigsburg, PA, 17961
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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
Katherine is associated with KM Keck Insurance Inc for tax and investment purposes since 1999. She also works as an agent for non-variable insurance through KM Keck Insurance Inc, dedicating a few hours per week, and operates Keck Financial as a DBA for her LPL business, which is a full-time commitment.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Nationwide Securities, LLC
Nationwide Securities, LLCBroker
State Registrations7 states
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