Keith Gilbert
Keith Gilbert is a registered investment advisor at LPL Financial LLC, based in Houston, TX, with 25 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
4200 Kolb Street, Houston, TX, 77007
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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 operates Kolb Street Wealth Management as a DBA for his LPL business and works as a financial advisor for Houston Texas Fire Fighters FCU, dedicating full-time hours to this role. He also receives non-variable insurance trails, spending minimal time on this activity.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
CUNA Brokerage Services, INC.Broker
CUNA Brokerage Services, INC.
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Investment Professionals, INC.
Investment Professionals, INC.Broker
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
LPL Financial Corporation
LPL Financial CorporationBroker
Mony Securities CorporationBroker
Nylife Securities INC.Broker
John Hancock Distributors, INC.Broker
State Registrations6 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.