Christina
Bates
Key Investment Services LLC
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About this Advisor
Christina Bates is a financial advisor based in Lakewood, Washington, working with Key Investment Services LLC. Christina has previously held positions at Key Bank, Key Investment Services, and Keybank. Christina has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Washington. Currently, Christina is part of Key Investment Services LLC, which operates out of Lakewood, Washington. 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
Christina Bates Work History
Key Investment Services
Key Investment Services
Keybank
Key Investment Services
Key Bank
Disclosures
Please visit the SEC profile of Christina Bates 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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