Daniel
Mccoy
Key Investment Services LLC
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About this Advisor
Daniel Mccoy is a financial advisor based in Juneau, Alaska, working with Key Investment Services LLC. Daniel has previously held positions at Equitable Advisors, LLC, Homeschooled, Shorewood Christian Middle School, Chief Sealth International High School, South Seattle College, High Life Adventures, Cutco, Fred Meyer Jewelers, Missouri Baptist University, Hops-N-Drops, Gen.G Global Academy, Evergreen Tree Care, Tcc Verizon, Key Investment Services, LLC, Keybank Na, Global Credit Union, and Jacuzzi. Daniel has passed the Series 66 regulatory exam and is registered to provide services in Alaska. Currently, Daniel is part of Key Investment Services LLC, which operates out of Juneau, Alaska. The firm has 25 offices and 1,131 employees. The firm manages assets totaling $6.1 billion and serves both charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, as well as the selection of other advisers. The fee structure at Key Investment Services LLC is asset-based.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Key Investment Services LLC Brokerage Details
$6,107,213,206
1,131
27,533
$221,814
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Daniel Mccoy Work History
Key Investment Services, LLC
Keybank Na
Equitable Advisors, LLC
Global Credit Union
Jacuzzi
Tcc Verizon
Evergreen Tree Care
Missouri Baptist University
Hops-N-Drops
Missouri Baptist University
Gen.G Global Academy
Fred Meyer Jewelers
Missouri Baptist University
High Life Adventures
Cutco
South Seattle College
Chief Sealth International High School
Shorewood Christian Middle School
Homeschooled
Disclosures
Please visit the SEC profile of Daniel Mccoy to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Key Investment Services LLC
Guilderland, NY
Cleveland, OH
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Akron, OH
Cleveland, OH
Cleveland, OH
Cleveland, OH
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