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Deborah J Bohannon

KEY Investment Services LLC

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About Deborah J Bohannon

Deborah Bohannon is a financial advisor with Key Investment Services LLC. Deborah has been in the financial services industry since November 1995. Deborah is a registered representative with FINRA and is registered in Indiana. Deborah specializes in Retirement Planning and Mutual Funds. Deborah's office is located in Martinsville, Indiana. Deborah previously worked for McDonald Investments Inc., BANC ONE SECURITIES CORPORATION, FIRST OF AMERICA BROKERAGE SERVICE, INC., NATCITY INVESTMENTS, INC.

Firm Information

Deborah Bohannon 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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Deborah Bohannon’s Registration & Firm History

IN

01/03/2006 - Present

KEY Investment Services LLC (Martinsville IN)

OH

05/05/2004 - 12/31/2005

MCDONALD INVESTMENTS INC. (CLEVELAND OH)

IL

12/06/1999 - 01/08/2004

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

OH

04/08/1999 - 11/10/1999

FIRST OF AMERICA BROKERAGE SERVICE, INC. (CLEVELAND OH)

OH

02/04/1999 - 11/09/1999

NATCITY INVESTMENTS, INC. (CLEVELAND OH)

IL

06/23/1995 - 01/20/1999

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

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Licenses & Designations

BOTH

Issued 12/23/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/20/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/23/1996

Series 7 - General Securities Representative Examination

BC

Issued 08/16/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Deborah J Bohannon.
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