Richard
Fisher

Key Investment Services LLC

CRD#6185992
Investment Advisor
in Vancouver, WA

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About this Advisor

Richard Fisher is a financial advisor working in Vancouver, Washington, with 3 years of industry experience. Fisher is on the advisory team at Key Investment Services LLC. Throughout their career, Fisher has worked at Morgan Stanley, Waddell & Reed Inc, Morgan Stanley Private Bank, National Association, Key Investment Services and Jpmorgan Securities LLC. Fisher holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Washington. Key Investment Services LLC is an advisory business operating out of Cleveland, OH. The company has offices in 14 locations and a total of 1,062 employees. It controls $3 billion in assets under management between its 23,518 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm serves 93 charities and foundations. Of its 23,518 accounts, just 2% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. The company offers a few services, such as portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fees typically depend on which services are offered. Fees billed by Key Investment Services LLC typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

3 years

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

714 Main St.
Vancouver, WA 98660

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Key Investment Services LLC Brokerage Details

Total Assets Under Management

$3,216,898,961

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

1,062

WA Average: 34
Total Number of Accounts

23,518

WA Average: 1,972
Average Account Size

$136,785

WA Average: $1,068,125

Investment Advisory Services

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

Richard Fisher Work History

Richard has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Key Investment Services

2016 - 2019 (3 years)

Jpmorgan Securities LLC

2015 - 2016 (1 year)

Morgan Stanley Private Bank, National Association

2013 - 2013 (< 1 year)

Morgan Stanley

2013 - 2013 (< 1 year)

Waddell & Reed Inc

2013 - 2016 (3 years)

Morgan Stanley

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Richard Fisher 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

Richard Levy
Lebanon, IN
Syed Razvi
Cleveland, OH
Jason Danheiser
Tonawanda, NY
Brian Lafata
Cleveland, OH
Daniel Frey
Centerbrook, CT
Michael Moran
Martinsville, IN
Evelyn Birbilas
Denver, CO
Richard Fisher
Vancouver, WA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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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