Keynote Financial Services, LLC
Keynote Financial Services, LLC (CRD# 130384) is a financial advisory firm headquartered in Vernon, CT. They manage $84,037,922 in 420 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management84MILLION
Total Number of Accounts420ACCOUNTS
Average Account Value$200,090
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
James Desrocher (CRD# 5401752) is an Investment Advisor Representative working at Keynote Financial Services, LLC in Vernon, CT and has over 12 years of experience in the finance industry.
Kent Zahner (CRD# 4757223) is an Investment Advisor Representative working at Keynote Financial Services, LLC in Vernon, CT and has over 16 years of experience in the finance industry.