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David J Harrison

KEY Investment Services LLC

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About David J Harrison

David J Harrison is a financial advisor with Key Investment Services LLC. David has been in the industry for 11 years and has a Series 7, Series 6, Series 63 and Series 66 license. David has been registered with the state of Pennsylvania since 2016 and has been registered with FINRA since 2017. David's primary office is located at 4900 TIEDEMAN ROAD in BROOKLYN, OH. David specializes in providing financial advice to individuals and businesses. David is also registered to provide investment advisory services. The firm has offices in both BROOKLYN, OH and WEXFORD, PA.

Firm Information

David Harrison is currently registered with KEY Investment Services LLC. KEY Investment Services LLC is an investment advisor registered with the SEC and in 51 states. Established in 2005, the firm provides portfolio management for individuals and other clients, including high-net-worth individuals, charitable organizations, pension plans, and corporations. KEY Investment Services LLC manages assets between $1 billion and $10 billion and offers wrap fee programs. The firm's primary office is located in Brooklyn, OH.
KEY Investment Services LLC

4900 TIEDEMAN ROAD

BROOKLYN, OH 44144

$4.19B

Assets Under Management

Not reported

Total Clients

1,040

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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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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David Harrison’s Registration & Firm History

OH

06/05/2017 - Present

KEY Investment Services LLC (BROOKLYN OH)

PA

08/08/2011 - 09/21/2016

LPL FINANCIAL LLC (ALLISON PARK PA)

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Licenses & Designations

BOTH

Issued 06/03/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/27/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/17/2017

Series 7 - General Securities Representative Examination

BC

Issued 08/05/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for David J Harrison. Review regulatory record here.
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