Kevin Peter Davidson
Advisor at Key Investment Services LLC — Dedham, ME
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 66
Experience Industry experience
8 years
Location
Dedham, ME
Key Investment Services LLC
Enterprise
Kevin Davidson is a financial advisor at Key Investment Services LLC with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various roles within KeyBank and Key Investment Services since 2017. His background also includes employment at Lowe's and the University of Maine. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs and investment offerings. The firm emphasizes client-directed investment decisions, providing recommendations and ongoing monitoring while facilitating access to third-party discretionary managers and delivering supervisory oversight.
Based on Key Investment Services LLC
Based on Key Investment Services LLC
$0 - $1,000,000: 1.40% annually (Maximum Annual KIS Advisory Fee) $1,000,001+: 1.00% annually (Maximum Annual KIS Advisory Fee)
Account minimum: $10,000 Minimum fee: $130 per year ($10.83 per month) minimum fee applied if calculated fees are less Fee-only: Program Fee consists of KIS Advisory Fee plus Investment Manager/Strategist Fee; KIS Advisory Fee negotiable up to max rates; Investment Manager/Strategist Fee is additional and not negotiable.
Dedham, ME
Dedham ME
Advisors at this office
1
Maine
8 years of industry experience
Key Investment Services LLC
2022 - Present • 4 years
Brooklyn, OH
KeyBank
2022 - Present • 4 years
Portland, ME
key Investment Services LLC
2018 - 2022 • 4 years
Bangor, ME
KeyBank NA
2018 - 2022 • 4 years
Bangor, ME
KeyBank NA
2017 - 2018 • 1 year
Bangor, ME
KeyBank NA
2017 - 2017 • 1 year
Bangor, ME
Lowes
2016 - 2017 • 1 year
Bangor, ME
University of Maine
2014 - 2018 • 4 years
Orono, ME
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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