Keith Wayne Patterson
Investment adviser representative at LPL Financial LLC
15 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
15 years in the industry.
- LPL Financial LLCMar 2026 to now
- First Income AdvisorsApr 2017 to now
- Kwp Capital, LLCMay 2015 to now
- Cetera Investment Advisers LLCSep 2025 to Mar 2026
- Cetera Wealth Services, LLCSep 2025 to Mar 2026
- Equity Indexed ProductsMay 2025 to Mar 2026
- Avantax Advisory ServicesAug 2020 to Sep 2025
- Avantax Insurance Agency, LLCAug 2020 to Sep 2025
- Avantax Investment Services, Inc.Aug 2020 to Sep 2025
- Securities America Advisors, Inc.Jul 2020 to Aug 2020
- Securities America, Inc.Jul 2020 to Aug 2020
- Post Oak Capital Group, LLCMay 2015 to Mar 2026
- Investacorp Advisory ServicesJan 2012 to Jul 2020
- Investacorp IncJan 2011 to Jul 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
State registrations
Registered as an investment adviser representative in 1 state (TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2131574
- Firm CRD
- 6413