Elizabeth Kehoe is a registered investment advisor at LPL Financial LLC, based in Creve Coeur, MO, with 14 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
425 N New Ballas Rd; Ste 102, Creve Coeur, MO, 63141
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Elizabeth operates under the DBA The Compass Wealth Group for her LPL business since 2018. She also uses The Lecroy Group as a business entity for tax and investment purposes since 2014 and spends minimal time on tax preparation/accounting through The Lecroy Group since March 2024.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
State Registrations6 states
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