Keith
Cervenka
Lpl Financial LLC
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About this Advisor
Keith Cervenka is a certified financial planner operating out of San Diego, California, with 23 years in the industry. Cervenka currently works for Lpl Financial LLC. The advisor has gained experience at American Express Financial Advisors Inc, Pure Financial Advisors, Inc and Lpl Financial. Cervenka holds a Series 63 license, designating them as a securities representative, and is registered to operate in California. Lpl Financial LLC is a business that has its headquarters in San Diego, California. It has offices in 8,011 locations and a total of 22,703 people on staff. It oversees $153 billion in assets between its 680,466 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm advises 899 charitable organizations. Of its 680,466 client accounts, 23% are associated with high-net-worth clients who have more than $1 million in investable assets. The firm performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees for financial advice typically vary depending on which services the firm provides the client. Fees billed by Lpl Financial LLC can include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Lpl Financial LLC Brokerage Details
$152,530,468,356
22,703
680,466
$224,156
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Answer a few questions to get a personalized match.Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Keith Cervenka Work History
Keith has 23 years of experience.
Lpl Financial
Lpl Financial
Pure Financial Advisors, Inc
American Express Financial Advisors Inc
Disclosures
Keith Cervenka has disclosures.
Please visit their SEC profile for more details.
This content was compiled from the SEC and FINRA.