Kevin CoyleCRD Number: 1877243
Current Firm: Coyle Financial Counsel, LLC
Kevin Coyle (CRD# 1877243) is an Investment Advisor Representative working at Coyle Financial Counsel, LLC in Glenview, IL and has over 25 years of experience in the finance industry.
Ellis Wealth Advisors, LLC
Waddell & Reed
|Coyle Financial Counsel, Inc.||Glenview, IL||Aug 1988 - Current||28|
|Coyle Securities, LLC||Glenview, IL||Aug 1997 - Dec 2012||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1991|
|S65||NASAA Investment Advisors Law Examination||Jan 1998|
Total Assets Under Management485MILLIONS
Total Number of Accounts1,708ACCOUNTS
Average Account Value$283,952
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
CA, CO, FL, IL, IN, NE, NY, TX, VA, WI
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