Key Financial, Inc.
Key Financial, Inc. (CRD# 116240) is a financial advisory firm headquartered in West Chester, PA. They manage $2,166,191,568 in 4,427 accounts and serve the financial needs of clients across 20 states (or territories).
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Total Assets Under Management2,166MILLION
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Total Number of Accounts4,427ACCOUNTS
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Average Account Value$489,314
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
CA, CT, DE, FL, GA, IL, LA, MA, MD, NC, NE, NH, NJ, NY, OH, PA, SC, TX, VA, WA
Samuel Baez (CRD# 5726041) is an Investment Advisor Representative working at Key Financial, Inc. in West Chester, PA and has over 14 years of experience in the finance industry.
Thomas Belisari (CRD# 1061290) is an Investment Advisor Representative working at Key Financial, Inc. in West Chester, PA and has over 41 years of experience in the finance industry.
Patricia Brennan (CRD# 1454607) is an Investment Advisor Representative working at Key Financial, Inc. in West Chester, PA and has over 38 years of experience in the finance industry.
Richard Everett (CRD# 5254694) is an Investment Advisor Representative working at Key Financial, Inc. in West Chester, PA and has over 16 years of experience in the finance industry.
Eric Fuhrman (CRD# 4437818) is an Investment Advisor Representative working at Key Financial, Inc. in West Chester, PA and has over 13 years of experience in the finance industry.
Michael Brennan (CRD# 6135449) is an Investment Advisor Representative working at Key Financial, Inc. in West Chester, PA and has over 10 years of experience in the finance industry.
Diane Krainik (CRD# 6628363) is an Investment Advisor Representative working at Key Financial, Inc. in West Chester, PA and has 1 year of experience in the finance industry.
Matthew Mainwaring (CRD# 7393770) is an Investment Advisor Representative working at Key Financial, Inc. in West Chester, PA and has over 2 years of experience in the finance industry.
Elizabeth Miller (CRD# 2399228) is an Investment Advisor Representative working at Key Financial, Inc. in West Chester, PA and has over 30 years of experience in the finance industry.
Spencer Peet (CRD# 7286850) is an Investment Advisor Representative working at Key Financial, Inc. in West Chester, PA and has over 3 years of experience in the finance industry.