Kyle
Richards
Key Investment Services LLC
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About this Advisor
Kyle Richards is a financial advisor based in Amelia, Ohio, working with Key Investment Services LLC. Kyle has previously held positions at Covington Catholic High School, Beechwood Swim Club, Greyhound Tavern, Price Dinner Club, University Of Kentucky, Best Version Media, Fidelity Investments, and Key Investment Services, LLC. Kyle has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Ohio. Currently, Kyle is part of Key Investment Services LLC, which operates out of Amelia, 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 selection of other advisers. The fee structure at Key Investment Services LLC includes asset-based fees.
Certifications and Registrations
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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
Kyle Richards Work History
Key Investment Services, LLC
Key Investment Services, LLC
Fidelity Investments
Fidelity Investments
Fidelity Investments
Best Version Media
Price Dinner Club
University Of Kentucky
Greyhound Tavern
Beechwood Swim Club
Covington Catholic High School
Disclosures
Please visit the SEC profile of Kyle Richards 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
Aurora, CO
Cleveland, OH
Cleveland, OH
Pickerington, OH
Cleveland, OH
Webster, NY
Buffalo, NY
Cleveland, OH
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