DK
Devin A. Kile
DAVINCI FINANCIAL DESIGNS
Columbia, SC 29206
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CRD#: 6214639
DK
Professional summary
Devin Andrew Kile, who also goes by Devin Kile, is a registered financial advisor currently at DAVINCI FINANCIAL DESIGNS located in Columbia, South Carolina and LPL FINANCIAL LLC located in Forest Acres, South Carolina.
Devin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Devin has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Devin Kile
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.
1. 9/28/2015 - DaVinci Risk Designs, LLC - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - 10 Hours Per Month During Securities Trading - Time Spent 33% - Admin capacity only, per email confirmation, not selling insurance. - Disability, Life, Long Term Care.
2. 10/6/2015 - DaVinci Financial Designs, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - ADMIN. - Started 08/21/2015 - 160 Hours Per Month During Securities Trading - Time Spent 100%.
3. 9/10/2019 - DaVinci Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 09/05/2019.
CRS (Client Relationship Summary) - RIA
Click below to view Devin Andrew Kile'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
June 29, 2016 - Present
DAVINCI FINANCIAL DESIGNS
Office #1: 5301 N. Trenholm Road Suite A, Columbia, SC 29206RIA
CRD#: 163362
Columbia, SC
Current
June 27, 2016 - Present
LPL FINANCIAL LLC
Office #1: 5301 N Trenholm Road, Suite A, Forest Acres, SC 29206RIA
BD
CRD#: 6413
Forest Acres, SC
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".
DF
DAVINCI FINANCIAL DESIGNS
DAVINCI FINANCIAL DESIGN LLC | GATEWAY FINANCIAL DESIGNS | DAVINCI FINANCIAL DESIGNS LLC | DAVINCI FINANCIAL DESIGNS
CRD#: 163362 / SEC#: 801-80733
RIA
Registered Investment Advisory firm - (2/25/2015 Approved)Florida
Registered Investment Advisory firm - (3/27/2015 Terminated)Georgia
Registered Investment Advisory firm - (3/31/2015 Terminated)Louisiana
Registered Investment Advisory firm - (3/30/2015 Terminated)Maryland
Registered Investment Advisory firm - (4/2/2015 Terminated)New Jersey
Registered Investment Advisory firm - (3/27/2015 Terminated)New York
Registered Investment Advisory firm - (3/27/2015 Terminated)North Carolina
Registered Investment Advisory firm - (3/27/2015 Terminated)South Carolina
Registered Investment Advisory firm - (3/27/2015 Terminated)Texas
Registered Investment Advisory firm - (3/27/2015 Terminated)Virginia
Registered Investment Advisory firm - (3/27/2015 Terminated)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
South Carolina(6/27/2016)
IAR
South Carolina(6/29/2016)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
DF
DAVINCI FINANCIAL DESIGNS
DAVINCI FINANCIAL DESIGN LLC | GATEWAY FINANCIAL DESIGNS | DAVINCI FINANCIAL DESIGNS LLC | DAVINCI FINANCIAL DESIGNS
CRD#: 163362 / SEC#: 801-80733
RIA
Registered Investment Advisory firm - (2/25/2015 Approved)Florida
Registered Investment Advisory firm - (3/27/2015 Terminated)Georgia
Registered Investment Advisory firm - (3/31/2015 Terminated)Louisiana
Registered Investment Advisory firm - (3/30/2015 Terminated)Maryland
Registered Investment Advisory firm - (4/2/2015 Terminated)New Jersey
Registered Investment Advisory firm - (3/27/2015 Terminated)New York
Registered Investment Advisory firm - (3/27/2015 Terminated)North Carolina
Registered Investment Advisory firm - (3/27/2015 Terminated)South Carolina
Registered Investment Advisory firm - (3/27/2015 Terminated)Texas
Registered Investment Advisory firm - (3/27/2015 Terminated)Virginia
Registered Investment Advisory firm - (3/27/2015 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5301 N. Trenholm Road Suite A, Columbia, SC 29206
Mailing Address
Phone number
(803) 741-0134
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (15 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,188 |
| AUM (Assets Under Management) | $ 198,331,653 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
DAVINCI FINANCIAL DESIGNS
CRD#: 163362Columbia, SC 29206TRUST BUT VERIFY
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