Virak Mann (CRD# 5041290) is an Investment Advisor Representative working at Key Investment Services LLC in Brooklyn, OH and has over 18 years of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Key Investment Services | Bellevue, WA | Sep 2022 - Current | 1 |
| First Financial Northwest Bank | Renton, WA | Mar 2019 - Sep 2022 | 3 |
| Lpl Financial LLC | Renton, WA | Mar 2019 - Sep 2022 | 3 |
| Financial Advocates Investment Management | Renton, WA | Mar 2019 - Sep 2022 | 3 |
| Unionbanc Investment Services | Belleuve, WA | Jun 2016 - Mar 2019 | 2 |
| J.p. Morgan Securities LLC | Renton, WA | Oct 2012 - Jun 2016 | 3 |
| Jpmorgan Chase Bank, Na | Renton, WA | Oct 2009 - Jun 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2005 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2010 |
- WA
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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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