Keith Ronald Toussaint

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

• 10/2014 → Present
  The Investment Center Inc
  Toms River, NJ
• 10/2014 → Present
  Ic Advisory Services Inc
  Toms River, NJ
• 03/2025 → Present
  Lpl Financial Llc
  Toms River, NJ
• 03/2025 → Present
  Lpl Financial Llc
  Toms River, NJ

Previous Registrations

• 2014-10-01 → 2025-03-06
  Ic Advisory Services, Inc.
  Manasquan, NJ
  Bedminster, NJ
  Toms River, NJ
  N. Charleston, SC
  Toms River, NJ
• 2011-12-02 → 2014-10-02
  Signator Investors, Inc.
  Cherry Hill, NJ
  Manasquan, NJ
• 2003-03-05 → 2011-11-30
  Hornor, Townsend & Kent, Llc
  Edison, NJ
  Edison, NJ
• 2002-05-24 → 2002-12-13
  1717 Capital Management Company
  Newark, DE

Other Businesses

1.TOUSSAINT FINANCIAL SERVICES. DBA.SOLE PROPRIETOR. INVESTMENT ADVISOR. ADVISE CLIENTS ON THE SALE OF INSURANCE PRODUCTS.LIFE, LTC AND DISABILITY INSURANCE.DEVOTE >60% PER MONTH.ANNUAL INCOME IS ALSO >60%. ESTABLISHED 2008.2. TOUSSAINT FINANCIAL SERVICES. INDEPENDENT INSURANCE AGENCY. INSURANCE SALES THROUGH CRUMP, ETC. SOLE PROPRIETOR.INSURANCE THROUGH CRUMP AND INVESTMENTS THROUGH TIC. DEVOTE 21 -40% PER MONTH.

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-06-22
• S65 Uniform Investment Adviser Law Examination
  1997-06-13