KD
KD

Keith Digregorio

45 Years of Experience
Cochranville, PA
1 DisclosureBroker

Keith Digregorio is a registered investment advisor at LPL Financial LLC, based in Cochranville, PA, with 45 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

Cochranville, PA

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History

Regulatory History (1)
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Judgment / Lien
April 2022
Other Business Activities

Keith is associated with Leader Financial Group in Cochranville, PA.

Employment History
Current Registrations
LPL Financial LLC
July 2014 - Present · 11 yrs 10 mos
LPL Financial LLCBroker
June 2006 - Present · 19 yrs 11 mos
Previous Registrations
Janney Montgomery Scott LLCBroker
May 1991 - July 2006 · 15 yrs 2 mos
Janney Montgomery Scott INC.Broker
May 1991 - May 1991 · 0 mos
Legg Mason Wood Walker, IncorporatedBroker
February 1988 - May 1991 · 3 yrs 3 mos
Moseley Securities CorporationBroker
May 1986 - February 1988 · 1 yr 9 mos
First Jersey Securities, INC.Broker
February 1981 - April 1986 · 5 yrs 2 mos
State Registrations24 states
AZCACODCDEFLGAHIILINMAMDMENCNJNYOHORPARITNTXVAWA
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.