David
Mcentire
Key Investment Services LLC
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About this Advisor
David Mcentire is a financial advisor working in Salt Lake City, Utah with 10 years of relevant experience. Mcentire works at Key Investment Services LLC. During their career, the advisor has held roles at Key Investment Services and Key Bank. Mcentire maintains Series 63 and Series 66 licenses, designating them as a securities broker, and is able to advise clients in Utah. Key Investment Services LLC is a registered investment firm based in Cleveland, OH. The firm has offices in 14 locations and a total of 1,062 advisors. It administers $3 billion in assets under management among its 23,518 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm advises 93 charitable organizations. Of its 23,518 customer accounts, just 2% are associated with high-net-worth individuals who have at least $1 million in investable assets. Key Investment Services LLC has a set of services, including portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors typically are based on which services the firm provides the client. However, fee types billed by Key Investment Services LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Key Investment Services LLC Brokerage Details
$3,216,898,961
1,062
23,518
$136,785
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
David Mcentire Work History
David has been registered as a financial advisor for 10 years.*
Key Investment Services
Key Investment Services
Key Investment Services
Key Bank
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of David Mcentire 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
Kent, OH
Cleveland, OH
Tonawanda, NY
Cleveland, OH
Centerbrook, CT
Martinsville, IN
Denver, CO
Vancouver, WA
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