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Nathan Lafrance

KEY Investment Services LLC

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About Nathan Lafrance

Nathan Lafrance is a financial advisor with over 20 years of experience in the industry. Nathan is currently registered with KEY Investment Services LLC and has been with the firm since 2007. Prior to joining KEY Investment Services LLC, Nathan was employed by MCDONALD INVESTMENTS INC. and PEOPLE'S SECURITIES, INC., among others. Nathan holds multiple industry licenses including Series 66, Series 31, and Series 7. Nathan currently serves clients in Arizona, California, Connecticut, Florida, Georgia, Illinois, Louisiana, Maine, Massachusetts, Nevada, New Hampshire, New York, North Carolina, Ohio, Pennsylvania, Texas, Vermont, and Virginia.

Firm Information

Nathan Lafrance 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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Nathan Lafrance’s Registration & Firm History

NY

03/26/2021 - Present

KEY Investment Services LLC (QUEENSBURY NY)

NY

04/22/2004 - 01/18/2006

MCDONALD INVESTMENTS INC. (MALTA NY)

CT

01/07/2002 - 03/19/2004

PEOPLE'S SECURITIES, INC. (BRIDGEPORT CT)

NY

08/28/2000 - 08/27/2001

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

BOTH

Issued 09/20/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/22/2000

Series 31 - Futures Managed Funds Examination

BC

Issued 08/25/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Nathan Lafrance. Review regulatory record here.
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