Danielle Gerbracht is a registered investment advisor at LPL Financial LLC, based in Lexington, KY, with 8 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
527 Wellington Way, Ste 225, Lexington, KY, 40503
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Danielle operates her LPL business under the DBA Keystone Financial Group. She also provides investment advisory services through Keystone Financial Group, LLC, dedicating full-time hours to this activity. Danielle also has an equestrian activity, spending a few hours per week on it.
Employment History
Current Registrations
LPL Financial LLCBroker
Keystone Financial Group, LLC
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
State Registrations2 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.