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Paul Taylor

KEY Investment Services LLC

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About Paul Taylor

Paul Taylor is a registered investment advisor representative with Key Investment Services LLC. Paul is registered to provide investment advice in Indiana. Paul has been in the financial industry for over 10 years and has a strong track record of providing personalized investment advice to individual clients. Paul holds Series 7, 63, 66 and 24 licenses as well as a Series 65 license in Indiana. Paul is also registered with FINRA and the Securities Industry and Financial Markets Association (SIFMA). Paul is committed to providing his clients with the highest level of service and expertise.

Firm Information

Paul Taylor 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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Paul Taylor’s Registration & Firm History

OH

01/23/2025 - Present

KEY Investment Services LLC (BROOKLYN OH)

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Licenses & Designations

BOTH

Issued 02/22/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/15/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/25/2023

Series 24 - General Securities Principal Examination

BC

Issued 03/04/2022

Series 7TO - General Securities Representative Examination

BC

Issued 07/12/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Paul Taylor.
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