Brian Hugh Mckeever

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

• 05/2003 → Present
  Lpl Financial Llc
  Delray Beach, FL

Other Businesses

1. 6/11/2003 - MCKEEVER WEALTH MANAGEMENT, INC. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 11/3/2014 - No Business Name - Not Investment Related - No official office address, but the courts we would be playing at would be: 1007 S Greenway Dr. Coral Gables, FL 33134; East River Promenade, NY NY 10019 - OTHER-TEACHING TENNIS - COACH - Start Date: 01/01/2015 - 40 Hours Per Month/0 Hours During Securities Trading - Training from time to time with a friend who is turning pro for tennis. 3. 10/15/2021 - Sofla Cleaners - Not Investment Related - 9786 Glades Road Suite B1, Boca Raton, Florida 33434 - Other-Business Owner - Started 05/01/2020 - 5 Hours Per Month/0 Hours During Securities Trading - Invest in a dry cleaning business and be 50% partner in the business.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-02-26
• S63 Uniform Securities Agent State Law Examination
  1999-01-27

Designations

• Certified Financial Planner

Other Names

• Brian Hugh Mckeever
• Brian Hugh Mckeever