Jeffrey KilgoreCRD Number: 6792505
Current Firm: Citizens Investment Services
Jeffrey Kilgore (CRD# 6792505) is an Investment Advisor Representative working at Citizens Investment Services in East Amherst, NY and has over 2 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Wells Fargo Clearing Services, LLC
Hsbc Securities (usa) Inc.
|Citizens Securities, Inc.||East Amherst, NY||May 2018 - Current||2|
|Citizens Bank||East Amherst, NY||May 2018 - Current||2|
|Russel's Steaks And More||Williamsville, NY||Oct 2017 - May 2018||< 1|
|Alliance Advisory Group||Buffalo, NY||Jul 2017 - Oct 2017||< 1|
|New York Life||Williamsville, NY||Apr 2017 - Jul 2017||< 1|
|M&t Bank||Williamsville, NY||Jun 2016 - Apr 2017||< 1|
|Keybank||Buffalo, NY||Jan 2011 - Jun 2016||5|
|Lancaster High School||Lancaster, NY||May 2008 - Jan 2011||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2018|
|S65||NASAA Investment Advisors Law Examination||Dec 2019|
Total Assets Under Management5,342MILLIONS
Total Number of Accounts35,056ACCOUNTS
Average Account Value$152,373
- A percentage of assets under your management
- 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, 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
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