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 2 years of experience in the finance industry.
Wiser Financial Coaching, LLC
Signator Investors, Inc.
Hornor, Townsend & Kent, Inc.
|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 Management6,627MILLIONS
Total Number of Accounts29,442ACCOUNTS
Average Account Value$225,095
- 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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.