Kyle Reilly (CRD# 6414136) is an Investment Advisor Representative working at Alps Advisors, Inc. in Denver, CO and has over 2 years of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Alps Fund Services, Inc. | Denver, CO | Aug 2020 - Current | 3 |
Kestra Financial, Inc. | Brenham, TX | Mar 2018 - Aug 2020 | 2 |
Favor | Austin, TX | Aug 2017 - Mar 2018 | < 1 |
Unemployed | Austin, TX | Apr 2017 - Aug 2017 | < 1 |
Arrive Logistics | Austin, TX | Jun 2015 - Apr 2017 | 1 |
Unemployed | San Marcos, TX | Mar 2015 - Jun 2015 | < 1 |
Edward Jones | St Louis, MO | Nov 2014 - Mar 2015 | < 1 |
Unemployed | San Marcos, TX | Nov 2013 - Sep 2014 | < 1 |
Texas State University | San Marcos, TX | Jan 2011 - May 2014 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Aug 2021 |
- CO
-
Total Assets Under Management24,020MILLIONS
-
Total Number of Accounts7ACCOUNTS
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Average Account Value$3,431,398,987
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
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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