Dorothy
Whitman
Key Investment Services LLC
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About this Advisor
Dorothy Whitman is a financial advisor based in Bellingham, Washington, working with Key Investment Services LLC. Dorothy has previously held positions at Dot Chakra, Beral-Soutas Ranch, Principal Life Insurance Company, Principal Securities Inc, Allstate Financial Services, LLC, Securities America, Inc, Securities America Advisors, and Key Investment Services, LLC. Dorothy has passed the Series 66 regulatory exam and is registered to provide services in Washington. Currently, Dorothy is part of Key Investment Services LLC, which operates out of Bellingham, 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 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
Dorothy Whitman Work History
Key Investment Services, LLC
Securities America, Inc
Securities America Advisors
Allstate Financial Services, LLC
Principal Life Insurance Company
Principal Securities Inc
Beral-Soutas Ranch
Dot Chakra
Disclosures
Please visit the SEC profile of Dorothy Whitman 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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