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Joseph Paul Price

KEY Investment Services LLC

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About Joseph Paul Price

Joseph Paul Price is a financial advisor registered with Key Investment Services LLC. Joseph Paul Price has 16 years of experience in the financial services industry. Joseph Paul Price has passed the Series 6, Series 7, Series 63, Series 65 and Series 24 exams. Joseph Paul Price is licensed to provide investment advice in 20 states, including Arizona, California, Colorado, Florida, Georgia, Hawaii, Louisiana, Maryland, Michigan, Missouri, Nevada, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Virginia, and West Virginia. Joseph Paul Price is registered as an investment advisor representative in Pennsylvania with Key Investment Services LLC. Joseph Paul Price was previously employed by LPL Financial LLC and NatCity Investments, Inc.

Firm Information

Joseph Price 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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Joseph Price’s Registration & Firm History

PA

09/21/2016 - Present

KEY Investment Services LLC (MT PLEASANT PA)

PA

09/08/2009 - 09/21/2016

LPL FINANCIAL LLC (PITTSBURGH PA)

PA

04/06/2006 - 08/19/2009

NATCITY INVESTMENTS, INC. (SCOTTDALE PA)

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Licenses & Designations

IA

Issued 06/17/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/11/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/11/2016

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/14/2009

Series 7 - General Securities Representative Examination

BC

Issued 04/05/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Joseph Paul Price. Review regulatory record here.
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