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Kimberly A Barley

KEY Investment Services LLC

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About Kimberly A Barley

Kimberly Barley is an investment advisor representative associated with Key Investment Services LLC. Kimberly has been in the financial services industry since October 2014 and has a broad range of experience. Kimberly is registered in Ohio and Indiana, and offers portfolio management services to individuals and selection of other advisors. Kimberly has successfully passed the Series 7, 6, 63, and 65 exams, as well as the SIE.

Firm Information

Kimberly Barley 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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Kimberly Barley’s Registration & Firm History

OH

09/16/2019 - Present

KEY Investment Services LLC (BROOKLYN OH)

OH

07/18/2014 - 02/09/2018

CITIZENS SECURITIES, INC. (ROCKY RIVER OH)

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Licenses & Designations

IA

Issued 06/13/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/08/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/23/2017

Series 7 - General Securities Representative Examination

BC

Issued 07/18/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kimberly A Barley.
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