Keith Mcginnis

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

• 03/2018 → 01/2023
  Edward Jones
  St Louis, MO
• 12/2005 → 03/2018
  Creative Mailbox Designs
  Tampa, FL
• 01/2023 → Present
  Cuso Financial Services, Lp
  San Diego, CA
• 01/2023 → Present
  Dfcu Financial
  Tampa, FL
• 05/2025 → Present
  Lpl Financial Llc
  Tampa, FL

Previous Registrations

• 2023-01-11 → 2025-05-15
  Cuso Financial Services, L.P.
  Tampa, FL
  San Diego, CA
  Tampa, FL
  St Petersburg, FL
  Tampa, FL
  Brandon, FL
  Tampa, FL
  Tampa, FL
• 2018-05-14 → 2023-01-05
  Edward Jones
  Tampa, FL
  Odessa, FL
  St Louis, MO

Other Businesses

1) 05/15/2025 - DFCU Financial Partners - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date ; 25-APR-25 - 160 Hrs/Mth - 160 Hrs During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2018-05-10

Other Names

• Keith Mcginnis
• Keith Alexander Mcginnis