Luca RiccioniCRD Number: 5082822
Current Firm: Key Investment Services LLC
Luca Riccioni (CRD# 5082822) is an Investment Advisor Representative working at Key Investment Services LLC in Palmerton, PA and has over 15 years of experience in the finance industry.
Weyhill Investment Counsel, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Key Investment Services LLC||Plymouth Meeting, PA||Dec 2019 - Current||2|
|Key Investment Services LLC||Plymouth Meeting, PA||Dec 2016 - Dec 2019||3|
|Keybank||Palmerton, PA||Sep 2016 - Dec 2019||3|
|Key Investment Services LLC||Plymouth Meeting, PA||Sep 2016 - Dec 2016||< 1|
|Lpl Financial||Charlotte, NC||Oct 2012 - Sep 2016||3|
|First Niagara Bank||Palmerton, PA||Oct 2012 - Sep 2016||3|
|John Hancock||Allentown, PA||Oct 2005 - Oct 2012||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2006|
|S66||NASAA Uniform Combined State Law Examination||Sep 2017|
Total Assets Under Management3,449MILLIONS
Total Number of Accounts21,284ACCOUNTS
Average Account Value$162,027
- A percentage of assets under your management
- Financial planning services
- 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, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY
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