Broker Check
Keith A. Peacock, CFP®

Keith A. Peacock, CFP®

LPL Branch Manager and Partner

Keith is a partner as well as our LPL Branch Manager at the Virtus Group. Keith has been with the Virtus Group for over 11 years. His responsibilities include advising both individuals and corporations in financial strategies. He works closely to assist and guide individuals and corporate plan employees in pursuing their personal financial goals. Keith earned his Bachelor of Science in Accounting from the University of Rhode Island. His insurance licenses include Life, Accident and Health Insurance and he is licensed in several states. His securities registrations include the Series 7 (General Securities Representative Examination), Series 24 (General Securities Principle Examination), Series 63 (Uniform Securities Agent State Law Examination), and Series 65 (Uniform Investment Advisor Law Examination), all of which are currently held with LPL Financial. He has also achieved the CERTIFIED FINANCIAL PLANNER™ designation awarded by the Certified Financial Planner Board of Standards, and is now a registered CFP® Practitioner. He has met the educational, examination, experience and ethics requirements affiliated with this designation.

He has been accepted into LPL Financials Retirement Plan Consultant Program (“RPCP”). The RPCP is a fee-based 401(k) plan consulting platform for qualified financial advisors who specialize in Corporate Retirement Plans. (Criteria for RPCP selection is based upon the advisor’s experience in managing business retirement plans and the number of active retirement plans/advisory assets under management, among other specialized qualifications; further, the applicant must have attained one of select designations having a focus on fiduciary process and methodology.)

Keith and his wife Jillian reside in East Greenwich with their daughter Addison. Keith is passionate about volunteering in his community.  He is a volunteer with the Special Olympics organization and has served as a partner for their Unified Basketball and Unified Volleyball teams. He is also a member of the East Greenwich Rotary Club. Keith also supports several animal rescue organizations and has two dogs Sophie and Gus who were rescues.  In his free time, Keith enjoys exercising, golf, and spending time with his family.

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, CT, FL, GA, IL, IN, KY, MA, MD, ME, MI, MN, MS, OH, NC, NE, NH, NJ, NY, PA, RI, SC, TX, UT, VA, WI.

Contact

Tel: (401) 223-0500
Fax: (401) 223-0509
LPL: 1-800-877-7210

10 Memorial Blvd., Suite 903
Providence, RI 02903

mark@virtusgrp.com

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