David Harrison (CRD# 5906703) is an Investment Advisor Representative working at Key Investment Services LLC in Wexford, PA and has over 12 years of experience in the finance industry.
CRD# 3221992
Cetera Investment Advisers LLC
CRD# 1549189
Centauri Advisory Group, Inc.
CRD# 1498908
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Key Investment Services LLC | Brooklyn, OH | Mar 2022 - Current | 2 |
| Key Investment Services | Columbus, OH | Oct 2019 - Mar 2022 | 2 |
| Key Investment Services | Pepper Pike, OH | Nov 2018 - Oct 2019 | < 1 |
| Keybank | Allison Park, PA | Nov 2018 - Dec 2018 | < 1 |
| Key Investment Services, LLC | Pepper Pike, OH | Jun 2017 - Nov 2018 | 1 |
| Keybank | Allison Park, PA | Jun 2017 - Nov 2018 | 1 |
| Key Investment Services, LLC | Pepper Pike, OH | Nov 2016 - Jun 2017 | < 1 |
| Keybank | Allison Park, PA | Nov 2016 - Jun 2017 | < 1 |
| Key Investment Services LLC | Allison Park, PA | Sep 2016 - Nov 2016 | < 1 |
| Keybank | Pepper Pike, OH | Sep 2016 - Nov 2016 | < 1 |
| Lpl Financial LLC | Charlottepittsburgh, PA | May 2011 - Sep 2016 | 5 |
| First Niagara Financial Group | Pittsburgh, PA | Sep 2009 - Sep 2016 | 7 |
| Eastminster Presbyterian Church | Pittsburgh, PA | Aug 2007 - Sep 2016 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2011 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2017 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- PA
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Total Assets Under Management4,188MILLIONS
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Total Number of Accounts26,437ACCOUNTS
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Average Account Value$158,412
- A percentage of assets under your management
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