Mark Klein (CRD# 6326875) is an Investment Advisor Representative working at Key Investment Services LLC in Idaho Falls, ID and has over 8 years of experience in the finance industry.
CRD# 4646629
Edward Jones
CRD# 4914714
Valkyrie Private Wealth Management
CRD# 5727397
Arkadios Wealth Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Key Investment Services | Idaho Falls, ID | Apr 2017 - Current | 7 |
Key Investment Services | Idaho Falls, ID | Apr 2014 - Apr 2017 | 3 |
Key Bank | Idaho Falls, ID | Nov 2009 - Apr 2017 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | May 2015 |
S66 | NASAA Uniform Combined State Law Examination | Aug 2017 |
- ID
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Total Assets Under Management4,188MILLIONS
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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)
AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY
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