Zachary Allen Keller
Investment adviser representative at LPL Enterprise, LLC
9 yearsExperience
1 stateRegistered in
$24.9BFirm assets
2 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
9 years in the industry.
- LPL Enterprise, LLCNov 2024 to now
- The Prudential Insurance Company of AmericaSep 2024 to now
- Pruco Securities LLCFeb 2024 to Nov 2024
- Mass Mutual Insurance CompanyJul 2022 to Dec 2023
- MML Investors Services, LLCJul 2022 to Dec 2023
- Nylife Securities LLC.Nov 2021 to Jul 2022
- New York Life Insurance CompanyDec 2020 to Jul 2022
- Momiji Sushi IncOct 2018 to Nov 2020
- Pizza HutSep 2016 to Sep 2018
- San Pedro Fish MarketFeb 2015 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (OR).
LPL Enterprise, LLC
$24.9BAssets managed
102,563Clients
3,116Advisers
2 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
- 7291117
- Firm CRD
- 8733