Kyle Durkin (CRD# 7114096) is an Investment Advisor Representative working at Advice And Planning Services in Charlotte, NC and has 1 year of experience in the finance industry.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1451905
Eudaimonia Partners, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tiaa | Charlotte, NC | Jun 2021 - Current | 2 |
| Tiaa-cref Individual & Institutional Services, LLC | Charlotte, NC | Jun 2021 - Current | 2 |
| University Of Central Florida | Orlando, FL | Jun 2017 - May 2021 | 3 |
| Tiaa Bank | Jacksonville, FL | Jun 2020 - Aug 2020 | < 1 |
| Raymond James | Jacksonville, FL | May 2019 - Jul 2019 | < 1 |
| Hueman People Solutions | Jacksonville, FL | Jun 2018 - Aug 2018 | < 1 |
| Atlantic Coast High School | Jacksonville, FL | Aug 2013 - May 2017 | 3 |
| Kernan Middle School | Jacksonville, FL | Aug 2010 - Jul 2013 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2021 |
- NC
-
Total Assets Under Management30,907MILLIONS
-
Total Number of Accounts76,892ACCOUNTS
-
Average Account Value$401,951
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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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