Brent Dale Keith

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2003 → Present
  First Bank Of Owasso
  Owasso, OK
• 07/2011 → Present
  Lpl Financial Llc
  Owasso, OK

Previous Registrations

• 2009-02-02 → 2011-07-05
  Uvest Financial Services Group, Inc.
  Owasso, OK
  Owasso, OK

Other Businesses

1. 07/05/2011 - DBA ONLY - FIRST BANK OF OWASSO-FIRST FINANCIAL SERVICES - Investment Related . 2) 10/09/2025 - Oklahoma Department of Securites - Not Investment Related - Non-Profit Board Member - City, OK - Start Date:10/01/2025 - 5 Hrs/Mth - 5 Hrs During Trading.

Exams

• S63 Uniform Securities Agent State Law Examination
  2001-05-11

Designations

• Chartered Financial Consultant