Unclaimed
Keith Alan Vanhoy is a financial advisor with over 10 years of experience in the industry. Keith is currently registered with LPL Financial LLC and has a branch office in DES PERES, MO. Keith has previously worked with AVANTAX INVESTMENT SERVICES, INC. and 1ST GLOBAL CAPITAL CORP. Keith holds both Series 66 and Series 65 licenses. Keith's primary focus is on providing financial advice to individuals and families. Keith is also a registered representative of LPL Financial LLC. LPL Financial LLC is a leading provider of financial advice and investment services. LPL Financial LLC is committed to providing its clients with the highest quality of service and expertise.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MO
11/14/2019 - Present
LPL Financial LLC (DES PERES MO)
MO
10/25/2019 - 11/18/2019
AVANTAX INVESTMENT SERVICES, INC. (Creve Coeur MO)
MO
09/29/2014 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (Creve Coeur MO)
BOTH
Issued 10/29/2014
Series 66 - Uniform Combined State Law Examination
IA
Issued 08/26/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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