Richard Evans (CRD# 2216986) is an Investment Advisor Representative working at Key Investment Services LLC in Brooklyn, OH and has over 27 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 LLC | Brooklyn, OH | May 2022 - Current | 2 |
| Keybank | Solon, OH | Aug 2020 - May 2022 | 1 |
| Key Investment Services | Dayton, OH | Aug 2020 - May 2022 | 1 |
| Key Investment Services | Pepper Pike, OH | Jul 2018 - Aug 2020 | 2 |
| Keybank | Solon, OH | Jul 2018 - Aug 2020 | 2 |
| Quicken Loans | Cleveland, OH | Aug 2017 - Jun 2018 | < 1 |
| Valic Financial Advisors, Inc. | Independence, OH | Dec 2016 - Aug 2017 | < 1 |
| Wbc Group | Hudson, OH | Apr 2016 - Dec 2016 | < 1 |
| Unemployed | Copley, OH | Oct 2015 - Apr 2016 | < 1 |
| Charles Schwab Bank | Richfield, OH | Mar 2008 - Oct 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1996 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2007 |
- OH
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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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