Kyle Ballard (CRD# 6114699) is an Investment Advisor Representative working at Bolgiano Capital Management in Midlothian, TX and has over 11 years of experience in the finance industry.
CRD# 4211653
Raymond James & Associates, Inc.
CRD# 4722177
Stifel, Nicolaus & Company, Incorporated
CRD# 4659582
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bolgiano Capital Management | Midlothian, TX | Aug 2012 - Current | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2012 |
- TX
-
Total Assets Under Management19MILLIONS
-
Total Number of Accounts120ACCOUNTS
-
Average Account Value$158,489
- 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
TX
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