Virginia KeyCRD Number: 1061009
Current Firm: Cetera Advisors LLC
Virginia Key (CRD# 1061009) is an Investment Advisor Representative working at Cetera Advisors LLC in Flagstaff, AZ and has over 35 years of experience in the finance industry.
Tci Wealth Advisors, Inc.
State Farm Investment Management Corp.
Creative Financial Concepts,llc
|Cetera Advisors LLC||Denver, CO||Jan 2013 - Current||5|
|Multi-financial Securities Corporation||San Ramon, CA||Dec 1998 - Dec 2012||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1982|
|S65||NASAA Investment Advisors Law Examination||Feb 2008|
Total Assets Under Management9,424MILLIONS
Total Number of Accounts47,356ACCOUNTS
Average Account Value$199,001
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV