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Rebekah Marshall

Advisor at key Investment Services LLC

Updated today

Location

Colville, WA 99114

Credentials

Series 63, Series 65

Industry experience

14 years

About

Rebekah Marshall is a financial advisor at Key Investment Services LLC with 13 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at KeyBank for 20 years. Outside of her advisory role, she serves as Committee Chair for a major fundraiser supporting Victim Services at Rural Resources Community Action. Key Investment Services LLC offers wrap-fee advisory programs and model-driven investment options to a diverse client base, including individuals, trusts, estates, charities, corporations, and small businesses. The firm operates primarily through non-discretionary, model-based wrap programs and maintains committees to oversee third-party strategists and program suitability.

Client services

Based on key Investment Services LLC

Portfolio management Selection of other advisers

Expertise

Based on key Investment Services LLC

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Active portfolio management

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Fee options

Percentage

$0 - $1,000,000: 1.40% annually (Maximum Annual KIS Advisory Fee) $1,000,001+: 1.00% annually (Maximum Annual KIS Advisory Fee)

Other

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.

Location

211 South Main St.

Colville, WA 99114

Most active in

Washington

Work history

Key Investment Services

2021 - Present (5 years)

Key Investment Services

2016 - 2021 (5 years)

Key Investment Services

2015 - 2016 (1 year)

KEY BANK

1996 - 2016 (20 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Jesse C

Series 63, Series 65

Kettle Falls, WA

Global View Capital Management LLC

Jesse Cole is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 licenses and having 15 years of industry experience. He has worked with Global View Capital Management since 2014 and Global View Capital Advisors since 2013. Outside of finance, he works as a well technician for AES-Houston Contracting Co., providing energy services. Global View Capital Management offers discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, corporations, retirement plans, and other businesses. The firm employs a model-driven, quantitative investment process using proprietary research and algorithmic signals to manage portfolios and sub-advisory arrangements across multiple platforms.

Active portfolio management Passive / index investing Wealth management
user avatar

Ronald E

Series 66

Colville, WA

Edward Jones

Ronald Eck is a Series 66 credentialed financial advisor at Edward Jones in Colville, WA, with nine years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, his spouse operates a consulting and rental business through an LLC for which he holds a retirement account. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains affiliated services such as a trust company and proprietary mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Stacy R

CFP®, Series 66

Colville, WA

Edward Jones

Stacy Rarrick is a CFP® and holds the Series 66 designation with seven years of industry experience, all with Edward Jones. She is based in Colville, WA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Charitable giving & philanthropy ESG / Sustainable investing Retired Founder/Business Owner Executive
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Spencer M

CFP®, Series 66

Colville, WA

Edward Jones

Spencer Mc Cartney is a CFP® designated financial advisor with Edward Jones, based in Colville, WA, and has six years of industry experience. Prior to joining Edward Jones in 2019, he worked at Dicks Sporting Goods for three years and serves as a Senior Chief Hospital Corpsman in the United States Navy Reserve, managing a medical clinic and leading a team of Sailors. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options. The firm operates under a fiduciary standard and is notable for its extensive nationwide network of advisors and affiliated capabilities beyond traditional advisory services.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Zachary H

Series 66

Colville, WA

Edward Jones

Zachary Hull is a Series 66 licensed financial advisor with Edward Jones, based in Colville, WA. He has seven years of industry experience, including a two-year role with Eastern Washington University’s Epic Adventures program prior to joining Edward Jones in 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets through a nationwide network of more than 23,700 advisors, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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