Joseph Kilner, financial advisor Gaithersburg MD
93 score

Joseph Kilner

CRD Number: 4540098
Current Firm: Kilner Capital Advisors, LLC

Joseph Kilner (CRD# 4540098) is an Investment Advisor Representative working at Kilner Capital Advisors, LLC in Gaithersburg, MD and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Kilner Capital Advisors, LLC Gaithersburg, MD Sep 2014 - Current 3
Kilner Financial Group Llc Dba Financial Resrources Group Gaithersburg, MD Nov 2005 - Sep 2014 8
Kilner Randles Pc Frederick, MD Jun 1996 - Dec 2008 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2003
S65 NASAA Investment Advisors Law Examination Feb 2004
Contact Info for Joseph F. Kilner
Phone Number: 301.840.0501
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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