Keegan WeckesserCRD Number: 6999815
Current Firm: Lpl Financial LLC
Keegan Weckesser (CRD# 6999815) is an Investment Advisor Representative working at Lpl Financial LLC in East Lansing, MI and has 1 year of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Mml Investors Services, LLC
Raymond James & Associates, Inc.
|Lpl Financial, LLC||East Lansing, MI||Jan 2020 - Current||2|
|Trinity Financial Advisors, LLC||East Lansing, MI||Jun 2019 - Feb 2020||< 1|
|Calvin University||Grand Rapids, MI||Sep 2015 - Jul 2019||3|
|Unemployed||East Lansing, MI||Jan 2010 - Sep 2015||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2020|
|S63||Uniform Securities State Law Examination||Jun 2020|
Total Assets Under Management404,176MILLIONS
Total Number of Accounts1,517,995ACCOUNTS
Average Account Value$266,257
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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