Avery Keitt is a registered investment advisor at LPL Financial LLC, based in Rock Hill, SC, with 12 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
Rock Hill, SC
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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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Avery is the owner/manager of Klassik Greekwear, LLC, a retail t-shirt company serving fraternities and sororities, since 2006. Avery devotes no time to this business during trading hours, selling shirts online and at conferences.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Alight Financial Solutions, LLCBroker
Alight Financial Advisors, LLC
UBS Financial Services INC.
UBS Financial Services INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
State Registrations53 states
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