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Taylor King

KEY Investment Services LLC

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About Taylor King

Taylor King is a financial advisor with Key Investment Services LLC. Taylor has been a registered representative for over 8 years and holds a Series 7 and 63 license, as well as a Series 65 license for investment advising. Taylor has been working in the financial services industry since 2013. Prior to joining Key Investment Services LLC, Taylor was a financial advisor at Commonwealth Financial Network in Glastonbury, CT. Taylor specializes in helping individuals and families with their financial planning needs.

Firm Information

Taylor King 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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Taylor King’s Registration & Firm History

OH

07/11/2024 - Present

KEY Investment Services LLC (BROOKLYN OH)

CT

10/22/2014 - 07/20/2022

COMMONWEALTH FINANCIAL NETWORK (GLASTONBURY CT)

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Licenses & Designations

IA

Issued 12/23/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/17/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/22/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Taylor King.
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