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Brian Mckeever

LPL Financial LLC
27 Years of Experience
Delray Beach, FL
1 DisclosureBroker
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Brian Mckeever is a CFP-designated registered investment advisor at LPL Financial LLC, based in Delray Beach, FL, with 27 years of industry experience. Brian is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Delray Beach, FL

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
January 2007
Final
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Other Business Activities

Brian operates McKeever Wealth Management, Inc. as a DBA for his LPL business. He also coaches tennis, dedicating about a quarter of his time, and is a 50% partner in a dry cleaning business, spending a few hours per week.

Employment History
Current Registrations
LPL Financial LLC
December 2014 - Present · 11 yrs 10 mos
LPL Financial LLCBroker
May 2003 - Present · 23 yrs 5 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2002 - May 2003 · 1 yr 2 mos
Citicorp Investment ServicesBroker
October 1999 - February 2002 · 2 yrs 4 mos
Prudential Securities IncorporatedBroker
January 1999 - October 1999 · 9 mos
State Registrations9 states
CAFLMANJNYOHPARISC
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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