Dillon Kanhalikham

Financial advisor at Key Investment Services LLC

Last updated 2026-10-10

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Dillon Kanhalikham is a financial advisor at Key Investment Services LLC, CRD 7203905. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2020-01-06.

Registration

CRD number
7203905
Registration status
Active
IAPD registration
2020-01-06
Industry Experience
6 years
Work Experience
10 years
States registered
OR

Licenses and exams

  • Series 63
  • Series 65

Work history

  • 2016-04 to 2016-12 · Precision Castparts · Clackamas, OR
  • 2016-12 to 2018-03 · Lam Research · Sherwood, OR
  • 2017-03 to 2017-05 · Red Robin · Portland, OR
  • 2018-04 to 2018-05 · Student · Oregon City, OR
  • 2018-06 to 2023-01 · Fisher Investments · Plano, TX
  • 2023-01 to 2023-08 · Cx Institutional, LLC · Plano, TX
  • 2024-01 to 2024-07 · Fluent Financial, LLC · Dallas, TX
  • 2023-09 to 2023-11 · US Health Advisors · Frisco, TX
  • 2024-03 to 2024-07 · Private Client Services · Dallas, TX
  • 2024-08 to 2025-07 · Coppell Advisory Solutions · Coppell, TX
  • 2024-07 to 2025-07 · Frazier Investment Management · Plano, TX
  • 2026-02 to Present · Key Investment Services · Brooklyn, OH
  • 2025-11 to 2026-02 · Keybank · Beaverton, OR
  • 2025-07 to 2025-11 · Unemployed · Plano, TX
  • 2026-02 to Present · Keybank · Tigard, OR

Current employment

SEC IAPD record for Dillon Kanhalikham

Key Investment Services LLC

Regulatory AUM
$8,876,856,848
Registered advisors
645
Offices
663
Clients per advisor
54.1 (Low)
Average AUM per client
$254.2K (Low)
High-net-worth client ratio
3.3% (Low)

Key Investment Services LLC: advisors, services and reported ETF investments

About

Dillon Kanhalikham is a financial advisor at Key Investment Services LLC. Reported securities licenses include Series 63 and Series 65. The latest record indicates 6 years of industry experience and 10 years of reported work history. Reported roles include Key Investment Services, Keybank, Unemployed, Coppell Advisory Solutions, among others.

Key Investment Services LLC's firm-level Form ADV reports 645 advisors across 663 offices; approximately 54.1 clients per advisor, average assets per client of $254,206, and regulatory AUM of $8.9B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses; services including Portfolio Management: Individuals and Small Businesses, Selection of Other Advisers.

What this firm offers

Filed by Key Investment Services LLC on Form ADV.

Client services

  • Individuals and Small Businesses
  • Selection of Other Advisers

Fee options

  • Percentage of Assets Under Management

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Registered Municipal Advisor
  • Commodity Pool Operator or CTA
  • Banking or Thrift Institution
  • Trust Company
  • Insurance Company or Agency
  • Sponsor or Syndicator of Limited Partners
  • Sponsor or GP of Pooled Investment Vehicl

Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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