Keith
Cervenka

Lpl Financial LLC

CRD#2566142
Investment Advisor
in San Diego, CA
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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

Series 63, Certified Financial Planner

Years of Experience

23 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

Yes

Office Location

4707 Executive Dr
San Diego, CA 92121-3091

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$159,099,423,965

CA Average: $16,012,751,954
Total Number of Employees

22,790

CA Average: 118
Total Number of Accounts

786,525

CA Average: 4,567
Average Account Size

$202,281

CA Average: $3,506,186

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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.

2017 - Present (2 years)

Lpl Financial

2011 - 2015 (4 years)

Lpl Financial

2009 - 2011 (2 years)

Pure Financial Advisors, Inc

1995 - 2009 (14 years)

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.

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