V Robert Wallace
Investment adviser representative at Key Investment Services LLC
10 yearsExperience
1 stateRegistered in
$8.9BFirm assets
20 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Key Investment Services, LLCSep 2025 to now
- UnemployedJan 2025 to Aug 2025
- Arete Wealth StrategistsOct 2024 to Dec 2024
- UnemployedNov 2023 to Oct 2024
- Axiom Wealth StrategiesMar 2022 to Oct 2023
- HomemakingMay 2021 to Feb 2022
- Crown Wealth ManagementSep 2016 to Apr 2021
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (OR).
Key Investment Services LLC
$8.9BAssets managed
34,920Clients
643Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6580867
- Firm CRD
- 136300