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Anthony Keuren

20 Years of Experience
Broadview Heights, OH
BrokerSells Insurance

Anthony Keuren is a registered investment advisor at LPL Financial LLC, based in Broadview Heights, OH, with 20 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

20 Eagle Valley Court, Broadview Heights, OH, 44147

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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

Anthony provides legal services and acts in a fiduciary capacity for a life insurance trust since 2006. He also operates under the DBA Dennis C Jackson Agency for his LPL business.

Employment History
Current Registrations
LPL Financial LLC
May 2020 - Present · 6 yrs 4 mos
LPL Financial LLCBroker
May 2020 - Present · 6 yrs 4 mos
Previous Registrations
Securities America Advisors, INC.
September 2013 - May 2020 · 6 yrs 8 mos
Securities America, INC.Broker
September 2013 - May 2020 · 6 yrs 8 mos
Invest Financial Corporation
July 2009 - September 2013 · 4 yrs 2 mos
Invest Financial CorporationBroker
November 2008 - September 2013 · 4 yrs 10 mos
Questar Capital CorporationBroker
March 2006 - November 2008 · 2 yrs 8 mos
State Registrations5 states
ALAZFLOHPA
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.
Anthony Keuren - Financial Advisor | TrueAdvisor