Unclaimed Profile

Ivan Shawn Farris

KEYSTATE ADVISORY, LLC·LAS VEGAS, Nevada

Series 65Clean record10 years registeredKEYSTATE ADVISORY, LLC

3883 HOWARD HUGHES PKWY, LAS VEGAS, NV 89169CRD# 5690899Firm CRD# 156226

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Ivan Shawn Farris · LAS VEGAS, NV

Registration

CRD #5690899 · KEYSTATE ADVISORY, LLC · 10 years registered

Brand Profile

Not yet started

Career History

KEYSTATE ADVISORY, LLC

Mar 2016 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · March 24, 2016

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

KEYSTATE ADVISORY, LLC

CRD 156226 · SEC 801-72123

AUM

$17.0B

Regulatory assets under management

Employees

83 client accounts

Services offered by KEYSTATE ADVISORY, LLC

Per Form ADV

Selection of other advisers

View all advisors at KEYSTATE ADVISORY, LLC →

Introduction

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Frequently Asked Questions

What services does Ivan Shawn Farris offer?

Ivan Shawn Farris specializes in Wealth Management. Contact their office in LAS VEGAS, Nevada for a consultation.

What are Ivan Shawn Farris's credentials?

Ivan Shawn Farris is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ivan Shawn Farris located?

Ivan Shawn Farris is based in LAS VEGAS, Nevada, working with KEYSTATE ADVISORY, LLC. Their office serves clients in the LAS VEGAS metropolitan area and surrounding communities.

How does Ivan Shawn Farris charge for services?

Ivan Shawn Farris's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KEYSTATE ADVISORY, LLC?

KEYSTATE ADVISORY, LLC has approximately 8 employees and manages $17.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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