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Deborah Michele Brown

KEY Investment Services LLC

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About Deborah Michele Brown

Deborah Michele Brown is a financial advisor with Key Investment Services LLC. Deborah has been in the financial industry since 1998 and is registered to provide investment advice in several states. Deborah's current firm is Key Investment Services LLC which has been operating since 1989. Key Investment Services LLC provides advisory services to individuals and businesses. Deborah is currently active in the states of Alaska, Oklahoma, Oregon, and Washington.

Firm Information

Deborah Brown 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 Brown’s Registration & Firm History

OH

01/09/2020 - Present

KEY Investment Services LLC (BROOKLYN OH)

OR

08/24/2016 - 04/04/2017

SII INVESTMENTS, INC. (LAKE OSWEGO OR)

WA

01/10/2014 - 08/09/2016

COUNTRY CAPITAL MANAGEMENT COMPANY (VANCOUVER WA)

WA

06/05/2013 - 01/08/2014

LPL FINANCIAL LLC (VANCOUVER WA)

WA

09/30/2010 - 08/08/2011

LPL FINANCIAL LLC (VANCOUVER WA)

WA

08/15/2008 - 10/04/2010

SAGEPOINT FINANCIAL, INC. (VANCOUVER WA)

NJ

09/12/2005 - 08/17/2006

THE CONCORD EQUITY GROUP, LLC (ISELIN NJ)

AZ

03/01/1996 - 09/19/2003

SUNAMERICA SECURITIES, INC. (PHOENIX AZ)

NY

08/07/1992 - 05/08/1995

OPPENHEIMER & CO., INC. (NEW YORK NY)

NY

04/18/1991 - 07/29/1992

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

NY

12/04/1990 - 03/06/1991

PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 11/18/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/06/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/03/1990

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Deborah Michele Brown. Review regulatory record here.
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