Kimberly Chevalier, financial advisor Elkhart IN
93 score

Kimberly Chevalier

CRD Number: 4580323
Current Firm: Key Investment Services LLC

Kimberly Chevalier (CRD# 4580323) is an Investment Advisor Representative working at Key Investment Services LLC in Elkhart, IN and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Key Investment Services Warsaw, IN Jul 2013 - Current 4
Unemployed Elkahrt, IN Jan 2013 - Jun 2013 < 1
H & R Block Elkhart, IN Sep 2012 - Dec 2012 < 1
Unemployed Elkhart, IN Nov 2011 - Sep 2012 < 1
Ubs Financial Services Inc. Weehawken, NJ Apr 2010 - Nov 2011 1
Wells Fargo Advisors, LLC Portage, MI Feb 2010 - Mar 2010 < 1
Ubs Financial Services Inc. Mishawaka, IN Feb 2007 - Jan 2010 2
Mcdonald Investments Inc. Mishawaka, IN Nov 2005 - Jan 2010 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2006
Contact Info for Kimberly A. Chevalier
Phone Number: (888) 547-2968
Firm Website: http://www.key.com
Registered State(s):
  • IN
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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