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Financial ADVSR advisor directory · SEC adviser records

Key Investment Services LLC financial advisors in Toledo, OH

Every SEC-registered investment adviser representative at a Key Investment Services LLC office in Toledo, A to Z.

The short answer

5 registered advisors work at Key Investment Services LLC in Toledo, out of 583 at the firm nationwide; it ranks number 17 in the city by advisors. 0 list the CFP designation and 5 are also registered broker representatives.

Key Investment Services LLC advisors in Toledo, A to Z

Every Key Investment Services LLC advisor →

Key Investment Services LLC advisors in every city and state →Key Investment Services LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Key Investment Services LLC advisors in other cities

Brooklyn, OH 286Rochester, NY 7Indianapolis, IN 5Seattle, WA 5Akron, OH 4Amherst, NY 4Hamburg, NY 4Liverpool, NY 4Niagara Falls, NY 4Albany, NY 3Lakewood, WA 3North Tonawanda, NY 3Pittsburgh, PA 3Pocatello, ID 3Portland, ME 3

Other firms in Toledo

All Toledo advisors →

Morgan Stanley 31LPL Financial LLC 27Ameriprise Financial Services, LLC 24MML Investors Services, LLC 23Merrill Lynch, Pierce, Fenner & Smith Incorporated 19Edward Jones 17Ameritas Advisory Services, LLC 15Osaic Wealth, Inc. 15Wells Fargo Clearing Services, LLC 12Cetera Investment Advisers LLC 11Raymond James Financial Services Advisors, Inc. 9State Farm Investment Management Corp. 8

Questions

How many financial advisors does Key Investment Services LLC have in Toledo?

5 investment adviser representatives are registered at Key Investment Services LLC offices in Toledo, Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 583 nationwide. 0 list the CFP designation and 5 are also registered as broker representatives.

Is Key Investment Services LLC one of the largest advisor employers in Toledo?

Key Investment Services LLC ranks number 17 in Toledo by registered advisors; Morgan Stanley has the most, with 31.

How do I check a Key Investment Services LLC advisor in Toledo?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Key Investment Services LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.