Michael
Keller
Lpl Financial LLC
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About this Advisor
Michael Keller is a financial advisor operating out of Sparta, New Jersey. Keller is an advisor for Lpl Financial LLC. Throughout their career, Keller has worked at Cetera Advisors, International Assets Advisory, LLC, International Assets Investment Management, LLC, Keller Wealth Management Group, LLC, Coastal Equities, Inc, Coastal Investment Advisors, Lpl Financial LLC, Cetera Advisors LLC and Gilford Securities. Keller maintains Series 63 and Series 66 licenses, designating them as a securities agent, and is registered to operate in New Jersey. Lpl Financial LLC is a financial advisory business that has its headquarters in Fort Mill, SC. It has offices in 9,898 locations and a total of 31,366 financial advisors. It manages $368 billion in total assets across its 1,688,501 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm advises 3,425 charitable organizations. Of its 1,688,501 customer accounts, 31% are held by high-net-worth individuals who have more than $1 million in assets. Lpl Financial LLC provides a number of services, including 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 charged by financial advisors typically are based on which services the firm provides the client. Fees charged by Lpl Financial LLC most likely consist of any blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$368,018,536,946
31,366
1,688,501
$217,956
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
Michael Keller Work History
Michael has been registered as a financial advisor for 0 years.*
Lpl Financial LLC
Coastal Equities, Inc
Coastal Investment Advisors
International Assets Advisory, LLC
International Assets Investment Management, LLC
Cetera Advisors
Keller Wealth Management Group, LLC
Cetera Advisors LLC
Gilford Securities
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Keller to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lpl Financial LLC
Fort Mill, SC
Fort Mill, SC
Dallas, TX
Wenatchee, WA
Hinsdale, IL
Bedford, MA
Chico, CA
Fort Lauderdale, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
