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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Wilson is a financial advisor with LPL Financial LLC. Keith has been in the financial services industry since 2003 and holds both Series 6 and Series 63 licenses. Keith is registered with the state of North Carolina as both a broker-dealer and an investment advisor. Keith has also been registered with the state of Texas as an investment advisor. In addition, Keith has a Series 26 license, allowing them to manage variable contracts and investment company products. Keith has been working with LPL Financial LLC since 2012. Prior to that, Keith worked with PROEQUITIES, INC. and ROYAL ALLIANCE ASSOCIATES, INC.
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.
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NC
01/25/2024 - Present
LPL Financial LLC (GREENSBORO NC)
NC
03/25/2004 - 12/21/2012
PROEQUITIES, INC. (GREENSBORO NC)
AZ
06/16/2003 - 03/22/2004
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
IA
Issued 06/15/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/10/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/11/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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