Brian Mckeever
Brian Mckeever is a CFP-designated registered investment advisor at LPL Financial LLC, based in Delray Beach, FL, with 27 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
Delray Beach, FL
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Regulatory History (1)
Regulatory
January 2007Other 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
LPL Financial LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Citicorp Investment ServicesBroker
Prudential Securities IncorporatedBroker
State Registrations9 states
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