Dan
Mclaughlin

Key Investment Services LLC

CRD#2663161
Investment Advisor
in Portland, OR
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About this Advisor

Dan Mclaughlin is a financial advisor based in Portland, Oregon. Currently a registered advisor with Key Investment Services LLC, they have accumulated 10 years of work experience as a financial advisor. Mclaughlin maintains Series 63 and Series 65 licenses, which qualify the advisor as both a securities agent and an investment advisor representative. Mclaughlin is registered to act as an advisor based out of Oregon. Over the course of their career, they have held roles at Wamu Investments, Inc, Chase Investment Services Corp, U.S. Bancorp Investments, Inc and Key Investment Services. Key Investment Services LLC is based out of Portland, Oregon, and operates out of 16 additional brick-and-mortar locations across the United States. As an advisor firm, Key Investment Services LLC oversees $2 billion in assets throughout 12,572 client accounts and employs more than 1,387 people. The amount of assets the firm manages makes it one of the biggest financial advisory firms in the country. Currently 1% of the firm's investors are high-net-worth individuals, meaning they have over $1 million in assets. Key Investment Services LLC provides portfolio management for individuals and small businesses and selection of other advisers. The firm may charge clients asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

10 years

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

6335 Sw Capitol Hwy
Portland, OR 97239

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Key Investment Services LLC Brokerage Details

Total Assets Under Management

$2,044,935,677

OR Average: $2,106,341,625
Total Number of Employees

1,284

OR Average: 34
Total Number of Accounts

16,077

OR Average: 1,972
Average Account Size

$127,196

OR Average: $1,068,125

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Dan Mclaughlin Work History

Dan has 10 years of experience.

2012 - Present (7 years)

Key Investment Services

2010 - 2012 (2 years)

U.S. Bancorp Investments, Inc

2009 - 2010 (1 year)

Chase Investment Services Corp

2008 - 2009 (1 year)

Wamu Investments, Inc

Disclosures

Dan Mclaughlin has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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