KM
KM

Keith Mulvihill

12 Years of Experience
Sells Insurance

Keith Mulvihill is a registered investment advisor at Lockton Investment Advisors, LLC, based in Washington, DC, with 12 years of industry experience. Keith operates on a fee-only basis, meaning they do not earn commissions from product sales.

Compensation
N/A
Firm Size
23 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...

Location

1801 K Street NW Suite 200, Washington, DC, 20006

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Keith works for Lockton Companies, LLC, an insurance brokerage firm, providing general insurance brokerage services such as health and group life insurance. This takes about two-thirds of Keith's time.

Employment History
Current Registrations
Lockton Investment Advisors, LLC
February 2014 - Present · 12 yrs 2 mos
State Registrations2 states
DCVA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Keith Mulvihill - Financial Advisor | TrueAdvisor