Key Financial, Inc.

Key Financial, Inc. (CRD# 116240) is a financial advisory firm headquartered in West Chester, PA. They manage $663,097,955 in 1,648 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    663
    MILLION
  • Total Number of Accounts
    1,648
    ACCOUNTS
  • Average Account Value
    $402,365
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

DE, FL, MA, MD, NC, NJ, PA, SC, TX, VI

Financial Advisors at Key Financial, Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Patricia C. Brennan
CRD#: 1454607
1560 Mcdaniel Drive, West Chester, PA 19380
96
Wealthminder
score

Patricia Brennan (CRD# 1454607) 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. Patricia Brennan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Eric R. Fuhrman
CRD#: 4437818
West Chester, PA
96
Wealthminder
score

Eric Fuhrman (CRD# 4437818) is an Investment Advisor Representative working at Key Financial, Inc. in West Chester, PA and has over 5 years of experience in the finance industry. Eric Fuhrman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Samuel D. Baez
CRD#: 5726041
1560 Mcdaniel Drive, West Chester, PA 19380
93
Wealthminder
score

Samuel Baez (CRD# 5726041) is an Investment Advisor Representative working at Key Financial, Inc. in West Chester, PA and has over 6 years of experience in the finance industry.

4
Thomas J. Belisari
CRD#: 1061290
1560 Mcdaniel Drive, West Chester, PA 19380
93
Wealthminder
score

Thomas Belisari (CRD# 1061290) is an Investment Advisor Representative working at Key Financial, Inc. in West Chester, PA and has over 34 years of experience in the finance industry.

5
Richard B. Everett
CRD#: 5254694
1560 Mcdaniel Drive, West Chester, PA 19380
93
Wealthminder
score

Richard Everett (CRD# 5254694) is an Investment Advisor Representative working at Key Financial, Inc. in West Chester, PA and has over 8 years of experience in the finance industry.

6
Dina M. Porter
CRD#: 2193531
1023 Hidden Hollow Lane, West Chester, PA 19380
93
Wealthminder
score

Dina Porter (CRD# 2193531) is an Investment Advisor Representative working at Key Financial, Inc. in West Chester, PA and has over 22 years of experience in the finance industry.

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