Christopher MerrillCRD Number: 6624827
Current Firm: Key Investment Services LLC
Christopher Merrill (CRD# 6624827) is an Investment Advisor Representative working at Key Investment Services LLC in Brooklyn, OH and has over 5 years of experience in the finance industry.
Lpl Financial LLC
Independence Capital Company, Inc.
Strategic Wealth Partners, Ltd.
|Key Investment Services||Dayton, OH||Aug 2020 - Current||1|
|Key Investment Services||Dayton, OH||Sep 2018 - Aug 2020||1|
|Keybank||Elkhart, IN||Sep 2018 - Aug 2020||1|
|Key Investment Services, LLC||Dayton, OH||Jan 2018 - Sep 2018||< 1|
|Keybank||Elkhart, IN||Jan 2018 - Sep 2018||< 1|
|Keybank||Elkhart, IN||Sep 2016 - Jan 2018||1|
|Key Investment Services, LLC||Dayton, OH||Sep 2016 - Jan 2018||1|
|The Huntington Investment Company||Columbus, OH||Mar 2016 - Sep 2016||< 1|
|Huntington Bank||Sturgis, MI||Oct 2014 - Sep 2016||1|
|Abbott||Sturgis, MI||May 2014 - Sep 2014||< 1|
|Western Michigan||Kalamazoo, MI||Aug 2011 - Jun 2014||2|
|Gnc||Kalamazoo, MI||Aug 2012 - May 2014||1|
|Mountainside Medical||Boulder, CO||Apr 2012 - Aug 2012||< 1|
|Hungry Howies||Texas Corners, MI||Aug 2011 - May 2012||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2016|
|S65||NASAA Investment Advisors Law Examination||Sep 2018|
Total Assets Under Management3,449MILLIONS
Total Number of Accounts21,284ACCOUNTS
Average Account Value$162,027
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, KY, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY
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