Daniel
Harris
Key Investment Services LLC
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About this Advisor
Daniel Harris is a financial advisor based in Lakewood, Ohio, working with Key Investment Services LLC. Daniel has previously held positions at Citizens Securities, Inc, Citizens Bank, Concrete Surface Repair, Hobby Lobby, Allstate Insurance Co, Key Investment Services, Keybank, and Key Investment Services LLC. Daniel has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Ohio. Currently, Daniel is part of Key Investment Services LLC, which operates out of Lakewood, Ohio. The firm has 14 offices and 1,098 employees. The firm manages assets totaling $4.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses and the selection of other advisers. The fee structure at Key Investment Services LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Key Investment Services LLC Brokerage Details
$4,187,935,886
1,098
26,437
$158,412
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Daniel Harris Work History
Key Investment Services LLC
Keybank
Citizens Securities, Inc
Citizens Bank
Key Investment Services
Keybank
Allstate Insurance Co
Hobby Lobby
Concrete Surface Repair
Disclosures
Please visit the SEC profile of Daniel Harris 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
Port Angeles, WA
Cleveland, OH
Toledo, OH
Buffalo, NY
Cleveland, OH
Webster, NY
Pickerington, OH
Cleveland, OH
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