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Andrew Carroll Harrison

KEY Capital Management, Inc.

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About Andrew Carroll Harrison

Andrew Carroll Harrison is a financial advisor at KEY Capital Management, Inc. Andrew holds the Series 66, Series 7, and SIE licenses. Andrew has been in the financial industry for more than 6 years. Andrew has experience at CETERA Investment Services LLC and B. Riley Wealth Management. Andrew is registered with the state of Tennessee. Andrew specializes in Financial Planning and Portfolio Management.

Firm Information

Andrew Harrison is currently registered with KEY Capital Management, Inc.. KEY Capital Management, Inc. is an investment advisory firm based in HENDERSONVILLE, TN. The firm manages approximately $292,985,635 in assets for 2,171 clients. KEY Capital Management provides financial planning and portfolio management for individuals and families.
KEY Capital Management, Inc.

181 EAST MAIN ST. SUITE #7

HENDERSONVILLE, TN 37075

$292.99M

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Andrew Harrison’s Registration & Firm History

TN

05/20/2024 - Present

KEY Capital Management, Inc. (Hendersonville TN)

CA

10/10/2022 - 04/23/2024

CETERA INVESTMENT SERVICES LLC (SAN DIEGO CA)

TN

03/19/2018 - 09/23/2022

B. RILEY WEALTH MANAGEMENT (Nashville TN)

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Licenses & Designations

BOTH

Issued 06/07/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/18/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrew Carroll Harrison.
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