Christina
Bates

Key Investment Services LLC

CRD#5991709
Investment Advisor
in Lakewood, WA

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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

Series 63, Series 66

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

10439 Gravelly Lake Dr. Sw
Lakewood, WA 98499

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Key Investment Services LLC Brokerage Details

Total Assets Under Management

$4,187,935,886

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

1,098

WA Average: 34
Total Number of Accounts

26,437

WA Average: 1,972
Average Account Size

$158,412

WA Average: $1,068,125

Investment Advisory Services

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

Christina Bates Work History

2018 - Present (6 years)

Key Investment Services

2017 - 2018 (1 year)

Key Investment Services

2017 - 2018 (1 year)

Keybank

2011 - 2017 (6 years)

Key Investment Services

2009 - 2017 (8 years)

Key Bank

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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.

Financial Advisors at Key Investment Services LLC

Michael Liskay
Cleveland, OH
Ryan Cameron
Toledo, OH
Kristy O'Driscoll
Cleveland, OH
Chris Dunkel
Pickerington, OH
Logan Zimmerman
Cleveland, OH
Miriam Bianchini
Webster, NY
Donald Armstrong
Buffalo, NY
Kyle Forman
Cleveland, OH

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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