Keith
Cash

Lpl Financial LLC

CRD#5917559
Investment Advisor
in Kansas City, MO

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About this Advisor

Keith Cash is a financial advisor who works in Kansas City, Missouri, with 4 years of relevant experience. Cash is an employee of Lpl Financial LLC. Their career trajectory has included roles at Commerce Bank, Commerce Brokerage Services, Inc, Lpl Financial LLC and Central Trust Bank. Cash maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can serve investors in Missouri. Lpl Financial LLC is a business operating out of Fort Mill, SC. The company has offices in 9,898 locations and a total of 31,366 employees. It handles $368 billion in assets between its 1,688,501 client accounts, placing it among the biggest firms in the country by assets under management. The firm serves 3,425 charitable organizations. Of its 1,688,501 accounts, 31% belong to high-net-worth investors who have at least $1 million in assets available to invest. The advisory firm performs a diverse range 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 charged by financial advisors largely are based on which service is provided. However, fees charged by Lpl Financial LLC may include some blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

4 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

Office Location

9200 Ne Barry Rd
Kansas City, MO 64157

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

MO Average: $646,059,043
Total Number of Employees

31,366

MO Average: 13
Total Number of Accounts

1,688,501

MO Average: 661
Average Account Size

$217,956

MO Average: $977,396

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 Cash Work History

Keith has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Lpl Financial LLC

2019 - Present (5 years)

Central Trust Bank

2010 - 2019 (9 years)

Commerce Bank

2010 - 2019 (9 years)

Commerce Brokerage Services, Inc

*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 Keith Cash 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

Eric Matthews
Fort Mill, SC
Diane Winner
Ann Arbor, MI
James Mullen
The Villages, FL
Rebecca Chiccino
Charlestown, MA
Robert Notarfrancesco
Bridgeport, CT
John Gehlhaart
Waukesha, WI
Hope Hoch
Oldsmar, FL
Joseph Praino
Purchase, NY

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.

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