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Karen Lee Davis

KEY Investment Services LLC

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About Karen Lee Davis

Karen Davis is a financial advisor with over 20 years of experience in the financial services industry. Karen is currently registered with Key Investment Services LLC, a firm with a strong reputation for providing comprehensive financial planning and investment management services. Karen has held previous positions with Investment Centers of America, Inc. and Fifth Third Securities, Inc., demonstrating a history of commitment to helping individuals achieve their financial goals. With her knowledge and experience, Karen is well-equipped to guide clients in creating customized financial plans and investment strategies that align with their individual needs and objectives.

Firm Information

Karen Davis 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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Karen Davis’s Registration & Firm History

OH

04/22/2009 - Present

KEY Investment Services LLC (AVON LAKE OH)

OH

06/29/2006 - 02/04/2009

INVESTMENT CENTERS OF AMERICA, INC. (LORAIN OH)

OH

01/29/2002 - 06/12/2006

FIFTH THIRD SECURITIES, INC. (NORTH RIDGEVILLE OH)

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Licenses & Designations

BC

Issued 02/12/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/28/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Karen Lee Davis. Review regulatory record here.
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