Tony Keena
Tony Keena is a registered investment advisor at LPL Financial LLC, based in Winter Park, FL, with 24 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
941 W Morse Blvd Suite 100, Winter Park, FL, 32789
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2022Other Business ActivitiesSells Insurance
Tony operates his LPL business through Keena Wealth Inc. He also sells fixed annuities, LTC, UL, IUL, and GUL through Advisors Excel, dedicating a few hours per week to each activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
Estate and Business Planning Group, PA
Estate and Business Planning Group, PA
Ameritas Investment CORP
Ameritas Investment CORP.Broker
Woodbury Financial Services, INC.Broker
State Registrations5 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.