Ashley
Carrillo
Key Investment Services LLC
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About this Advisor
Ashley Carrillo is a financial advisor based in North Salt Lake, Utah, working with Key Investment Services LLC. Ashley has previously held positions at Lpl Financial, Mountain American Cu, Cuso Financial Services, Lp, Steve Story Associates, Cuso Financial, Rddm, Ron Hunt, Northwestern Mutual Investment Services LLC, and Key Investment Services. Ashley has passed the Series 66 regulatory exam and is registered to provide services in Utah. Currently, Ashley is part of Key Investment Services LLC, which operates out of North Salt Lake, Utah. 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
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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
Ashley Carrillo Work History
Key Investment Services
Ron Hunt
Northwestern Mutual Investment Services LLC
Steve Story Associates
Cuso Financial Services, Lp
Cuso Financial
Rddm
Lpl Financial
Mountain American Cu
Lpl Financial
Disclosures
Please visit the SEC profile of Ashley Carrillo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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