Robert Keller is a registered investment advisor at LPL Financial LLC, based in Bethesda, MD, with 9 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
3 Bethesda Metro Center, STE 700, Bethesda, MD, 20814
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Regulatory History
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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Robert operates Keller Wealth Advisory, LLC as a DBA for his LPL business, dedicating full-time hours to it. He is also a partner in an LLC, spending about half his time on this non-investment related activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Edward Jones
Edward JonesBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Nylife Securities LLCBroker
Waddell & Reed, INC.Broker
Waddell & Reed, INC.
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations11 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.