William Michael Evans
Investment adviser representative at Key Investment Services LLC
8 yearsExperience
1 stateRegistered in
$8.9BFirm assets
20 yearsFirm in business
Are you William Michael Evans? Claim your profile
Contact this firm
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
8 years in the industry.
- Key Investment Services, LLCNov 2021 to now
- KeybankNov 2021 to Dec 2024
- US BankJul 2021 to Nov 2021
- Home DepotJun 2019 to Jun 2021
- Corban UniversityAug 2017 to May 2019
- G6 AirparkFeb 2016 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2024
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
- 6937628
- Firm CRD
- 136300