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Virak Mann

KEY Investment Services LLC

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About Virak Mann

Virak Mann is a financial advisor with over 15 years of experience in the industry. Virak is currently registered with Key Investment Services LLC in Brooklyn, Ohio and is also registered in several states, including Washington, Oregon, Hawaii and California. Virak has a strong track record of success in providing financial advice to a wide range of clients, including individuals, families, and businesses. Virak has held previous roles at several financial institutions, including LPL Financial LLC, UnionBanc Investment Services, LLC, and J.P. Morgan Securities LLC. Virak is committed to providing personalized financial advice and helping clients achieve their financial goals.

Firm Information

Virak Mann 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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Virak Mann’s Registration & Firm History

OH

09/09/2022 - Present

KEY Investment Services LLC (BROOKLYN OH)

WA

03/04/2019 - 09/13/2022

LPL FINANCIAL LLC (RENTON WA)

WA

06/22/2016 - 02/25/2019

UNIONBANC INVESTMENT SERVICES, LLC (BAINBRIDGE ISLAND WA)

WA

10/01/2012 - 06/27/2016

J.P. MORGAN SECURITIES LLC (SEATTLE WA)

WA

11/26/2009 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (RENTON WA)

CA

11/08/2005 - 01/31/2008

WAMU INVESTMENTS, INC. (IRVINE CA)

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Licenses & Designations

BOTH

Issued 10/25/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/08/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/09/2010

Series 7 - General Securities Representative Examination

BC

Issued 11/07/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Virak Mann.
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