Andrew KilbargerCRD Number: 3069019
Current Firm: Spc
Andrew Kilbarger (CRD# 3069019) is an Investment Advisor Representative working at Spc in Ann Arbor, MI and has over 22 years of experience in the finance industry.
Savant Wealth Management
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Stifel, Nicolaus & Company, Incorporated
|Parkland Securities||Ann Arbor, MI||Aug 2014 - Current||7|
|Sigma Financial Corp||Ann Arbor, MI||May 1998 - Current||24|
|Sammons Securities Company||Ann Arbor, MI||Feb 2002 - Aug 2014||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1999|
|S65||NASAA Investment Advisors Law Examination||Mar 2003|
Total Assets Under Management6,859MILLIONS
Total Number of Accounts36,841ACCOUNTS
Average Account Value$186,188
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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