Mary Barker, financial advisor Brooklyn OH
93 score

Mary Barker

CRD Number: 1365457
Current Firm: Key Investment Services LLC

Mary Barker (CRD# 1365457) is an Investment Advisor Representative working at Key Investment Services LLC in Brooklyn, OH and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Key Investment Services LLC Brooklyn, OH Aug 2010 - Current 6
Mary R Barker Lmt Cleveland, OH Jul 2008 - Aug 2010 2
N/a Cleveland, OH May 2008 - Jul 2008 < 1
Cleveland Institute Of Medical Massage Middleburg Hts, OH Oct 2006 - May 2008 1
N/a Cleveland, OH Dec 2005 - Oct 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1996
S66 NASAA Uniform Combined State Law Examination Aug 2012
Contact Info for Mary R. Barker
Phone Number: (888) 547-2968
Firm Website: http://www.key.com
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    870
    MILLIONS
  • Total Number of Accounts
    5,830
    ACCOUNTS
  • Average Account Value
    $149,255
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AZ, CA, CO, CT, FL, GA, ID, IL, IN, KY, MA, MD, ME, MI, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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