Douglas Gibson (CRD# 6119159) is an Investment Advisor Representative working at Key Investment Services LLC in Brooklyn, OH and has over 9 years of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
Company Name | Location | Dates | Years |
---|---|---|---|
Key Investment Services | Pepper Pike, OH | Feb 2021 - Current | 3 |
Key Investment Services | Pepper Pike, OH | Oct 2019 - Feb 2021 | 1 |
Keybank | Pittsburgh, PA | Jan 2019 - Oct 2019 | < 1 |
Key Investment Services | Pepper Pike, OH | Jan 2019 - Oct 2019 | < 1 |
Keybank | Pittsburgh, PA | Oct 2018 - Jan 2019 | < 1 |
Key Investment Services | Pepper Pike, OH | Oct 2018 - Jan 2019 | < 1 |
Key Investment Services, LLC | Pepper Pike, OH | May 2017 - Oct 2018 | 1 |
Keybank | Pittsburgh, PA | May 2017 - Oct 2018 | 1 |
Pnc Investments | Corapolis, PA | Nov 2014 - Apr 2017 | 2 |
Pnc Bank | Corapolis, PA | Nov 2014 - Apr 2017 | 2 |
Northwestern Mutual Investment Services, LLC | Pittsburgh, PA | Oct 2012 - Oct 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Feb 2015 |
S63 | Uniform Securities State Law Examination | Aug 2014 |
- PA
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Total Assets Under Management4,188MILLIONS
-
Total Number of Accounts26,437ACCOUNTS
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Average Account Value$158,412
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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