Carolyn McCord, financial advisor Vancouver WA
93 score

Carolyn McCord

CRD Number: 5603213
Current Firm: Key Investment Services LLC

Carolyn McCord (CRD# 5603213) is an Investment Advisor Representative working at Key Investment Services LLC in Vancouver, WA and has over 7 years of experience in the finance industry.

Similar Advisors
Larry McClanahan, financial advisor Vancouver WA
Larry McClanahan
CRD# 4457482
Secondhalf Planning & Investment, LLC
Score
107
Similar Advisors
Brian Hefele, financial advisor Vancouver WA
Brian M. Hefele
CRD# 2602465
Cable Hill Partners, LLC
Score
104
Similar Advisors
Danny Harlow, financial advisor Vancouver WA
Danny J. Harlow
CRD# 864818
Nw Tax & Wealth Advisory Group, Inc.
Score
70
Company Name Location Dates Years
Key Investment Services Harrisburg, OR Oct 2008 - Current 8
Key Bank Harrisburg, OH Jun 1989 - Current 27
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2009
Contact Info for Carolyn S. McCord
Phone Number: (888) 547-2968
Firm Website: http://www.key.com
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    870
    MILLIONS
  • Total Number of Accounts
    5,830
    ACCOUNTS
  • Average Account Value
    $149,255
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AZ, CA, CO, CT, FL, GA, ID, IL, IN, KY, MA, MD, ME, MI, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA

Ready to hire a financial advisor? Get competitive proposals from Carolyn McCord and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.