Eileen Ybanez (CRD# 4349434) is an Investment Advisor Representative working at Coyle Capital, LLC in Lakeway, TX and has over 23 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Coyle Capital | Jacksonville, FL | Jun 2021 - Current | 2 |
| Wolf Retirement Navigation | Jacksonville, FL | Nov 2017 - Current | 6 |
| Retirement Wealth Advisors, Inc. | Jacksonville, FL | Oct 2019 - Jun 2021 | 1 |
| Capital Financial Strategies | Jacksonville, FL | Jul 2017 - Nov 2017 | < 1 |
| Securian Financial Services Inc. | St Paul, MN | Jul 2017 - Nov 2017 | < 1 |
| Minnesota Life Insurance Co | St Paul, MN | Jul 2017 - Nov 2017 | < 1 |
| Securian Financial Services Inc. | St Paul, MN | Jun 2017 - Jul 2017 | < 1 |
| Capital Financial Strategies | Jacksonville, FL | Jun 2017 - Jul 2017 | < 1 |
| Valic Financial Advisors, Inc. | Jacksonville, FL | Jul 2014 - Jul 2017 | 3 |
| Unemployed | Jacksonville, FL | Oct 2013 - Jul 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2001 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2015 |
| S63 | Uniform Securities State Law Examination | Aug 2017 |
- FL
-
Total Assets Under Management626MILLIONS
-
Total Number of Accounts661ACCOUNTS
-
Average Account Value$946,939
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AZ, CA, FL, GA, IL, IN, PA, TX, VA
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