Gregory David Mckeever
Investment adviser representative at LPL Financial LLC
16 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
16 years in the industry.
- LPL Financial LLCMar 2024 to now
- Tri-star BankMar 2024 to now
- Ivan PeruskiSep 2022 to Mar 2024
- Northwestern Mutual Wealth Management CompanySep 2022 to Mar 2024
- Northwestern Mutual Investment Services LLCFeb 2022 to Mar 2024
- Mark HardyNov 2021 to Mar 2024
- Nexteer AutomotiveMay 2020 to Nov 2021
- Dicks Sporting GoodsAug 2019 to May 2020
- Timbers Golf ClubMay 2019 to Aug 2019
- AdidasNov 2016 to Jun 2020
- Pita PitNov 2016 to Nov 2017
- StudentAug 2010 to May 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 7463344
- Firm CRD
- 6413