KH
KH

Keith Henderson

19 Years of Experience
Lakeland, FL
BrokerSells Insurance

Keith Henderson is a registered investment advisor at LPL Financial LLC, based in Lakeland, FL, with 19 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

1401 South Florida Avenue, Lakeland, FL, 33803

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Keith sells life insurance through Universal Financial Consultants, dedicating minimal time. He is also involved with Structure 1211, LLC and Allen & Company (of Florida, LLC), both insurance agencies, dedicating about 10-20% of his time to Structure 1211, LLC and full-time to Allen & Company (of Florida, LLC).

Employment History
Current Registrations
LPL Financial LLC
January 2022 - Present · 4 yrs 4 mos
LPL Financial LLCBroker
August 2019 - Present · 6 yrs 9 mos
Previous Registrations
Allen & Company of Florida, LLC
November 2019 - March 2022 · 2 yrs 4 mos
Allen & Company of Florida, LLCBroker
November 2019 - December 2019 · 1 mo
Allen & Company of Florida, LLC
January 2017 - November 2019 · 2 yrs 10 mos
Allen & Company of Florida, LLCBroker
September 2016 - November 2019 · 3 yrs 2 mos
Woodmen Financial Services, INC.Broker
March 2006 - September 2016 · 10 yrs 6 mos
State Registrations25 states
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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.
Keith Henderson - Financial Advisor | TrueAdvisor