Phillip Kesler, financial advisor Greenville SC

Phillip Kesler

CRD Number: 4512375
Current Firm: Lpl Financial LLC

Phillip Kesler (CRD# 4512375) is an Investment Advisor Representative working at Lpl Financial LLC in Greenville, SC and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
South State Bank Greenwood, SC Mar 2018 - Current 6
Lpl Financial LLC Clemson, SC Oct 2011 - Current 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2002
Contact Info for Phillip R. Kesler
Phone Number: 704-733-3300
Registered State(s):
  • GA
  • NC
  • SC
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

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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