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Joshua Earl Milligan

KEY Investment Services LLC

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About Joshua Earl Milligan

Joshua Earl Milligan is a financial advisor registered with Key Investment Services LLC. Joshua has been in the industry since November 14, 1998. Joshua has a Series 66, Series 7 and a SIE license. The firm has 1098 registered representatives and 350 investment advisors. The firm manages over $1 Billion in assets for a variety of clients including individuals, families, corporations, businesses, charitable organizations and pension plans.

Firm Information

Joshua Milligan 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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Joshua Milligan’s Registration & Firm History

ME

01/03/2006 - Present

KEY Investment Services LLC (SCARBOROUGH ME)

OH

05/14/1999 - 12/31/2005

MCDONALD INVESTMENTS INC. (CLEVELAND OH)

OH

04/13/1999 - 05/14/1999

KEY INVESTMENTS INC. (CLEVELAND OH)

ME

11/03/1998 - 04/02/1999

FORUM FINANCIAL SERVICES, INC. (PORTLAND ME)

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Licenses & Designations

BOTH

Issued 06/16/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/02/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joshua Earl Milligan.
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