KC
Kevin T. Coyle
COYLE
GLENVIEW, IL 60026
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CRD#: 1877243
KC
Professional summary
Kevin Thomas Coyle is a registered financial advisor currently at COYLE located in Glenview, Illinois.
Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Kevin has worked at 6 firms and has passed the Series 65, Series 63, Series 7, Series 28 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
08/1988 TO PRESENT: I AM THE VICE PRESIDENT OF COYLE FINANCIAL COUNSEL, INC. (COYLE) -2700 PATRIOT BLVD. SUITE 440, GLENVIEW, IL 60025. COYLE IS A REGISTERED INVESTMENT ADVISOR; COYLE RESPONSIBILITES ACCOUNT FOR 70% OF MY WORK WEEK DURING TRADING HOURS. 10/19/09 TO PRESENT: PROTINUS, INC. - 2700 PATRIOT BLVD. SUITE 440, GLENVIEW, IL 60025; NATURE OF BUSINESS: BUSINESS-TO-BUSINESS SERVICE COMPANY. POSITION: SHAREHOLDER; NUMBER OF HOURS DEVOTED TO BUSINESS - 1 -2 HRS PER MONTH; DUTIES - MANAGERIAL. 05/27/2010 TO PRESENT: NAVIGATOR PRESS, INC. - 2700 PATRIOT BLVD. SUITE 440, GLENVIEW, IL 60025; NATURE OF BUSINESS: PUBLISHING COMPANY. POSITION: SHAREHOLDER; NUMBER OF HOURS DEVOTED TO BUSINESS - LESS THAN 1 HR PER MONTH; DUTIES - MANAGERIAL. 6/10/2020 to Present, Soclar, LLC; Nature of Business - Business to Business Service Company; Position - Shareholder & Manager; Number of hours devoted to business - 5 hours monthly; Duties - Managerial.
CRS (Client Relationship Summary) - RIA
Click below to view Kevin Thomas Coyle's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 4, 1993 - Present
COYLE
Office #1: 2700 Patriot Drive, Suite 440, Glenview, IL 60026RIA
CRD#: 110593
GLENVIEW, IL
Past
April 3, 1998 - December 10, 2012
COYLE SECURITIES, L.L.C.
BD
CRD#: 43804
GLENVIEW, IL
Past
May 20, 1996 - June 10, 1998
SECURITIES SERVICE NETWORK, LLC
BD
CRD#: 13318
KNOXVILLE, TN
Past
August 26, 1993 - May 16, 1996
SECURITIES AMERICA, INC.
BD
CRD#: 10205
LAVISTA, NE
Past
November 19, 1989 - August 26, 1993
OSAIC WEALTH, INC.
BD
CRD#: 23131
SCOTTSDALE, AZ
Past
September 20, 1988 - November 19, 1989
INTEGRATED RESOURCES EQUITY CORPORATION
BD
CRD#: 6403
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CO
COYLE
COYLE | COYLE FINANCIAL COUNSEL, LLC | COYLE FINANCIAL COUNSEL, INC. | COYLE ASSET MANAGEMENT CO
CRD#: 110593 / SEC#: 801-17378
RIA
Registered Investment Advisory firm - (7/22/1982 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(1/4/1993)
IAR
Illinois(12/13/1997)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 28
Date: 6/19/1997
Introducing Broker/Dealer Financial Operations Principal ExaminationPrincipal/Supervisory Exam
Current Firm
CO
COYLE
COYLE | COYLE FINANCIAL COUNSEL, LLC | COYLE FINANCIAL COUNSEL, INC. | COYLE ASSET MANAGEMENT CO
CRD#: 110593 / SEC#: 801-17378
RIA
Registered Investment Advisory firm - (7/22/1982 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2700 Patriot Blvd. Suite 440, Glenview, IL 60026
Mailing Address
Phone number
(847) 441-5644
Established
Firm type
Fiscal year end
# of Employees
22
SEC notice filing (13 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,381 |
| AUM (Assets Under Management) | $ 922,183,434 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
