Kyle Conner (CRD# 7427760) is an Investment Advisor Representative working at Curran Financial Partners, LLC in Charleston, SC and has 1 year of experience in the finance industry.
CRD# 4933448
Truist Advisory Services, Inc.
CRD# 5938137
Lpl Financial LLC
CRD# 5935833
State Farm Investment Management Corp.
Company Name | Location | Dates | Years |
---|---|---|---|
Curran Financial Partners, LLC | Charleston, SC | Apr 2022 - Current | 2 |
Curran Financial Partners | Charleston, SC | Apr 2022 - Current | 2 |
Nylife Securities LLC | Charleston, SC | Dec 2021 - Apr 2022 | < 1 |
New York Life Insurance Company | Charleston, SC | Sep 2021 - Apr 2022 | < 1 |
Georgia State University | Atlanta, GA | Jan 2021 - Jul 2021 | < 1 |
Farmers Insurance | Dawsonville, GA | Jun 2020 - Dec 2020 | < 1 |
Various Online E-commerce Stores | Atlanta, GA | Jan 2019 - May 2020 | 1 |
Self-employed | Atlanta, GA | Dec 2018 - May 2020 | 1 |
Georgia Southern University | Statesboro, GA | Jul 2018 - Dec 2018 | < 1 |
Paradise Rental Boats | Gainsville, GA | May 2016 - Jul 2018 | 2 |
Lambert High School | Forsyth County, GA | May 2011 - May 2016 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Dec 2022 |
- SC
-
Total Assets Under Management473MILLIONS
-
Total Number of Accounts3,230ACCOUNTS
-
Average Account Value$146,356
- 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 investment companies (as well as "business development companies")
- Pension consulting services
- Selection of other advisers (including private fund managers)
CO, FL, GA, MA, MD, NC, NE, NH, NY, OH, PA, SC, TX, UT, VA
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