Kevin Kaylakie (CRD# 5154435) is an Investment Advisor Representative working at Sinecera Capital, LLC in Austin, TX and has over 17 years of experience in the finance industry. Kevin Kaylakie has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sinecera Capital LLC | Austin, TX | Jun 2019 - Current | 4 |
| Northern Trust Bank | Austin, TX | Oct 2014 - Jun 2019 | 4 |
| Northern Trust Securities Inc. | Austin, TX | Oct 2014 - Jun 2019 | 4 |
| Durbin Bennett Private Wealth Management, LLC | Austin, TX | Apr 2014 - Sep 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2015 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2006 |
- TX
-
Total Assets Under Management125MILLIONS
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Total Number of Accounts120ACCOUNTS
-
Average Account Value$1,037,966
- 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
- Other
TX
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