Keith Cusack is a registered investment advisor at LPL Financial LLC, based in Lakewood, CO, 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
1746 Cole Blvd, Ste 225, Lakewood, CO, 80401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Keith operates Wealth Clarity as a DBA for his LPL business, dedicating full-time hours to it. He also has two business entities, New Direction IRA Inc and 279-401k, for tax and investment purposes related to real estate rental.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Hinds Financial Group INC
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Summit Brokerage Services, INC.Broker
Raymond James Financial Services, INC.Broker
Veravest Investments, INC.Broker
State Registrations16 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.