Joshua Adam Keyes
Investment adviser representative at LPL Financial LLC
12 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
12 years in the industry.
- Vystar Credit UnionMar 2024 to now
- LPL Financial LLCMay 2022 to now
- Cuna Brokerage Services, IncNov 2020 to Feb 2024
- Cuna Mutual GroupNov 2020 to Feb 2024
- Community First Credit Union of FloridaFeb 2020 to Nov 2020
- Cuso Financial Services, L.P.Feb 2020 to Nov 2020
- Cetera Investment Advisers LLCSep 2019 to Feb 2020
- Cetera Investment Services LLCSep 2019 to Feb 2020
- Regions BankSep 2019 to Feb 2020
- Navy Federal Brokerage Services, LLCJun 2019 to Sep 2019
- Navy Federal Financial Group, LLCJun 2019 to Sep 2019
- Capital Financial StrategiesAug 2018 to Jun 2019
- Minnesota Life Insurance CoAug 2018 to Jun 2019
- Securian Financial Services IncAug 2018 to Jun 2019
- Camarda Wealth Advisory GroupSep 2017 to Aug 2018
- Bank of America N.A.Feb 2017 to Aug 2018
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2017 to Aug 2018
- Fidelity Brokerage Services, LLCMay 2014 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 6343100
- Firm CRD
- 6413