Kylie Kall (CRD# 6633520) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New York, NY and has over 5 years of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville, FL | Apr 2016 - Current | 8 |
| Painting With A Twist | Jacksonville, FL | Oct 2014 - Current | 9 |
| The Cummer Museum Of Art & Gardens | Jacksonville, FL | Oct 2014 - Jan 2017 | 2 |
| Florida State College At Jacksonville | Jacksonville, FL | Aug 2015 - Aug 2016 | 1 |
| Grape And Grain Exchange | Jacksonville, FL | Nov 2015 - Mar 2016 | < 1 |
| Cox Media Group, Action News Jax | Jacksonville, FL | Mar 2015 - Sep 2015 | < 1 |
| Assumption Catholic School | Jacksonville, FL | Feb 2013 - Mar 2015 | 2 |
| Peterbrooke Chocolatier | Ponte Vedra, FL | Aug 2013 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2018 |
- FL
- NJ
-
Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Other
AK, AL, AR, 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, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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