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Keith Joseph Holmes

KEY Investment Services LLC

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About Keith Joseph Holmes

Keith Joseph Holmes is a financial advisor with over 20 years of experience in the industry. Keith is currently registered with Key Investment Services LLC and is a registered representative in Pennsylvania. Keith has previously worked with LPL Financial LLC, Wells Fargo Advisors, LLC, and First Union Brokerage Services, Inc. Keith has expertise in providing financial planning, portfolio management, and selection of other advisors to both individuals and businesses. Keith is licensed in both Delaware and Florida, and is an active member of the financial industry.

Firm Information

Keith Holmes 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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Keith Holmes’s Registration & Firm History

PA

07/21/2021 - Present

KEY Investment Services LLC (EMMAUS PA)

PA

12/04/2012 - 09/21/2016

LPL FINANCIAL LLC (EMMAUS PA)

PA

10/01/2000 - 07/30/2012

WELLS FARGO ADVISORS, LLC (ALLENTOWN PA)

NC

06/27/2000 - 10/01/2000

FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)

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Licenses & Designations

BOTH

Issued 07/19/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/29/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/25/2021

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/26/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Keith Joseph Holmes. Review regulatory record here.
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