RK
RK

Ryan Keegan

6 Years of Experience
Shamokin, PA
Broker

Ryan Keegan is a registered investment advisor at LPL Financial LLC, based in Shamokin, PA, with 6 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

117 W. Independence Street, Shamokin, PA, 17872

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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 Activities

Ryan operates as Wilmington Advisors @ M&T, a DBA for his LPL business. He also serves as a non-profit board member for Conyngham Borough Council, dedicating minimal time to this role.

Employment History
Current Registrations
LPL Financial LLC
June 2021 - Present · 5 yrs 3 mos
LPL Financial LLCBroker
June 2021 - Present · 5 yrs 3 mos
LPL Financial LLC
June 2021 - Present · 5 yrs 3 mos
Previous Registrations
M&t Securities, INC.Broker
March 2021 - June 2021 · 3 mos
M&t Securities, INC.
March 2021 - June 2021 · 3 mos
Citizens Investment Services
March 2020 - December 2020 · 9 mos
Citizens Securities, INC.Broker
June 2019 - December 2020 · 1 yr 6 mos
Pacer Financial, INC.Broker
March 2019 - June 2019 · 3 mos
State Registrations15 states
CACODEFLGAINMINCNJNMNVNYPASCVA
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.
Ryan Keegan - Financial Advisor | TrueAdvisor