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Lisa Irwin

KEY Investment Services LLC

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About Lisa Irwin

Lisa Irwin is a financial advisor working with Key Investment Services LLC. Lisa has been in the industry since 2012. Lisa holds Series 6, 7, 63, and 66 licenses. Lisa is registered in 26 states and the District of Columbia and is also registered as an Investment Advisor Representative in Connecticut. Lisa primarily works with high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit-sharing plans, and charitable organizations. Prior to joining Key Investment Services, Lisa worked with LPL Financial LLC.

Firm Information

Lisa Irwin 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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Lisa Irwin’s Registration & Firm History

CT

09/21/2016 - Present

KEY Investment Services LLC (Storrs CT)

CT

04/26/2012 - 09/21/2016

LPL FINANCIAL LLC (STORRS CT)

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Licenses & Designations

BOTH

Issued 12/04/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/15/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/17/2014

Series 7 - General Securities Representative Examination

BC

Issued 04/25/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lisa Irwin.
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