Charles Keys (CRD# 5874435) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Baker City, OR and has over 5 years of experience in the finance industry.
CRD# 5752304
Edward Jones
CRD# 6018860
State Farm Investment Management Corp.
CRD# 3265151
Inspire Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| U.s. Bank | Baker City, OR | Nov 2022 - Current | 1 |
| U.s. Bancorp Investments, Inc. | Baker City, OR | Oct 2018 - Current | 5 |
| U.s. Bank | Portland, OR | Aug 2005 - Mar 2021 | 15 |
| U.s. Bancorp Investments, Inc. | Portland, OR | Dec 2010 - Dec 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2019 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2020 |
- OR
-
Total Assets Under Management15,875MILLIONS
-
Total Number of Accounts60,028ACCOUNTS
-
Average Account Value$264,455
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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