Kyle BillowCRD Number: 6204912
Current Firm: Securian Financial Services, Inc.
Kyle Billow (CRD# 6204912) is an Investment Advisor Representative working at Securian Financial Services, Inc. in Durham, NC and has over 3 years of experience in the finance industry.
Sycamore Financial Planning, LLC
Portfolio Medics, LLC
Mml Investors Services, LLC
|North Star Consultants, Inc.||Durham, NC||Jun 2014 - Current||3|
|Minnesota Life Insurance Company||St Paul, MN||Jun 2014 - Current||3|
|Securian Financial Services, Inc.||St Paul, MN||Jun 2014 - Current||3|
|Securian Financial Services, Inc.||St Paul, MN||Jun 2013 - Jun 2014||1|
|North Star Consultants, Inc.||Durham, NC||Jun 2013 - Jun 2014||1|
|University Of North Carolina At Chapel Hill||Chapel Hill, NC||Jun 2010 - May 2014||3|
|Unc Ophthalmology||Chapel Hill, NC||Mar 2012 - Mar 2013||1|
|Unc Phonathon||Chapel Hill, NC||Nov 2011 - Feb 2012||< 1|
|Levin Jewish Community Center||Durham, NC||Jun 2011 - Jul 2011||< 1|
|Cardinal Gibbons High School||Raleigh, NC||Jun 2006 - Jun 2010||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2014|
Total Assets Under Management7,655MILLIONS
Total Number of Accounts33,011ACCOUNTS
Average Account Value$231,901
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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