Luca Riccioni, financial advisor Palmerton PA

Luca Riccioni

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Luca Riccioni
Phone Number: (888) 547-2968
Firm Website: http://www.key.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    3,449
    MILLIONS
  • Total Number of Accounts
    21,284
    ACCOUNTS
  • Average Account Value
    $162,027
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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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