Kyle Graffagnini, financial advisor New Orleans LA

Kyle Graffagnini

CRD Number: 2891153
Current Firm: Coker & Palmer

Kyle Graffagnini (CRD# 2891153) is an Investment Advisor Representative working at Coker & Palmer in New Orleans, LA and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Unemployed New Orleans, LA Mar 2020 - Jun 2020 < 1
Scotia Capital (usa) Inc. New Orleans, LA Nov 2012 - Feb 2020 7
Howard Weil Incorporated New Orleans, LA Oct 2003 - Oct 2012 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2008
Contact Info for Kyle F. Graffagnini
Phone Number: 601-354-0860
Registered State(s):
  • LA
By the Numbers
  • Total Assets Under Management
    173
    MILLIONS
  • Total Number of Accounts
    616
    ACCOUNTS
  • Average Account Value
    $281,235
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
Types of Clients
Registered States

AL, LA, MS, TN, TX

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