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Lynchburg Financial Advisors
Fiduciary Advisors, LLC
517 Leesville Rd, Suite 201
Lynchburg, VA 24502
Advisor Profile
Name:  Michael Keenan, CFP®
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Business Description

The firm is a Virginia-registered RIA. I provide asset management services using no-load products. Personally, I am a CFP and an attorney. I belong to NAPFA. As a fiduciary, I put your needs first and disclose all compensation.
 

General Information

Gender:    Male
CRD#:    3046300
Firm CRD#:    140321
Name of Broker/Dealer:    Shareholders Service Group
Name of Custodial Firm:    Pershing, LLC
States Licensed in:    VA
States Willing to do Business in:    NC
Years of Experience in Financial Services:    4
Number of Years with Current Firm:    2
I work with the following types of clients:    Individual Investors
 

Education

Academic Background
 
Bachelor of Arts degree - Johns Hopkins University

Master of Arts degree - University of Maryland Baltimore County

JD - University of Baltimore
 

Services

Investment Types:    Exchange Traded Funds (ETFs), Mutual Funds
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant
Securities Licenses:    Series 65
Insurance and Annuity Licenses:    VA Life and Health Consultants License
Financial Organization Memberships:    National Association of Personal Financial Advisors (NAPFA)
Non-Financial Organization Memberships:    State Bar of Virginia
 

Firm Information

Number of Advisors in Office:    Up to 10 employees
I work with clients as part of a team:    Yes
 

Compliance

Registered Investment Advisor:    Yes
Registered Representative:    Yes
Investment Advisor Representative:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees

I am a fee-only financial professional:    Yes
I am a fee-based financial professional:    Yes
Minimum Portfolio Size for New Managed Accounts:    $100,000
Compensation Methods:    Hourly, Based on Assets
Fee % Based on Assets:    0.75%
Hourly Rate:    $150
Minimum Fee Charged for Managed Accounts:    $1,000
Minimum Fee Charged for Hourly Planning Accounts:    0
 
 
 
Prepared By: Michael Keenan, CFP®