Heritage Asset Managers
47yrs
Top advisor by experience in Arkansas
6yrs
Keith McGeorge has worked in the financial industry for 6 years and is a fiduciary financial advisor based in Little Rock, Arkansas. Keith has been with LPL Financial since 2021. LPL Financial offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 676 advisors with offices in Little Rock, and one of 635 fiduciaries.
At a glance
Experience6 years (since 2021)
How that compares ?6 years in the industry
Office301 Natural Resources Dr #202, Little Rock, AR 72205
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?2 states
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2021 – nowLPL Financial LLCCurrent firm
Questions to ask Keith
Tailored to Keith’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Keith
How do I contact Keith?
Call LPL Financial at 704-733-3300 and ask for Keith McGeorge. Keith works from the Little Rock, AR office.
How long has Keith been a financial advisor?
Keith has been in the industry since 2021, about 6 years. 6 years in the industry.
What licenses does Keith hold?
Series 66. Tap any license on this page to see what it allows.
Is Keith a fiduciary?
Keith is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Keith paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Keith for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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