Alec HerbertCRD Number: 6580572
Current Firm: Key Investment Services LLC
Alec Herbert (CRD# 6580572) is an Investment Advisor Representative working at Key Investment Services LLC in Saint Albans, VT and has over 5 years of experience in the finance industry.
Poulos Advisors, Inc.
Wells Fargo Clearing Services, LLC
Westview Investment Advisors
|Key Investment Services LLC||Manchester, CT||Jul 2018 - Current||3|
|Key Investment Services LLC||Manchester, CT||Jul 2017 - Jul 2018||1|
|Keybank||South Burlington, VT||Jul 2015 - Jul 2018||3|
|Key Investment Services LLC||Portland, ME||Nov 2015 - Jun 2017||1|
|Johnson & Wales University||Providence, RI||Jan 2014 - May 2015||1|
|Johnson & Wales University||Providence, RI||Sep 2012 - May 2015||2|
|Domino's Pizza||Saint Albans, VT||Jan 2010 - May 2015||5|
|Smugler's Notch Distillery||Jeffersonville, VT||May 2014 - Sep 2014||< 1|
|Coastal Carolina University||Conway, SC||Sep 2011 - May 2012||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2016|
|S66||NASAA Uniform Combined State Law Examination||Mar 2019|
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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