Kylie BourkeCRD Number: 5319462
Current Firm: First Allied Advisory Services, Inc.
Kylie Bourke (CRD# 5319462) is an Investment Advisor Representative working at First Allied Advisory Services, Inc. in Encino, CA and has over 9 years of experience in the finance industry.
Fried Asset Management, Inc.
|First Allied Advisory Services, Inc.||Chesterfield, MO||Jul 2012 - Current||5|
|First Aliied Securities,inc||San Diego, CA||Mar 2011 - Current||7|
|None||Chatsworth, CA||Jun 2010 - Feb 2011||< 1|
|Ameriprise Financial Services, Inc.||Woodland Hills, CA||Oct 2009 - Jun 2010||< 1|
|Hrbfa||Woodland Hills, CA||Mar 2007 - Jun 2010||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2008|
Total Assets Under Management4,543MILLIONS
Total Number of Accounts23,384ACCOUNTS
Average Account Value$194,276
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY