KB
Kyle L. Ballard
BOLGIANO CAPITAL MANAGEMENT
Midlothian, TX 76065
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CRD#: 6114699
KB
Professional summary
Kyle Layne Ballard is a registered financial advisor currently at BOLGIANO CAPITAL MANAGEMENT located in Midlothian, Texas.
Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Kyle has worked at 1 firm and has passed the Series 65 exam.
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Kyle Layne Ballard'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
September 3, 2012 - Present
BOLGIANO CAPITAL MANAGEMENT
Office #1: 525 E Main Street, Midlothian, TX 76065RIA
CRD#: 148654
Midlothian, TX
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
Texas(9/3/2012)
Current Firm
BC
BOLGIANO CAPITAL MANAGEMENT
BOLGIANO CAPITAL ADVISORS | NORTH TEXAS WEALTH MANAGEMENT LLC | NORTH TEXAS WEALTH MANAGEMENT | BOLGIANO FINANCIAL LLC | BOLGIANO CAPITAL MANAGEMENT
CRD#: 148654 / SEC#:
Texas
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Contact information
Main Address
525 E Main Street, Midlothian, TX 76065
Mailing Address
Phone number
(972) 723-5200
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 172 |
| AUM (Assets Under Management) | $ 27,445,497 |
Red Flags
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