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GE

Georgette L. Eckenwiler

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CRD#: 719347
GE

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Georgette Lillian Eckenwiler, who also goes by Turtle Eckenwiler, Georgette Lillian Holton, Georgette Turtle, was a registered financial professional .

Georgette is a previously registered financial professional and started their career in finance in 1980. Georgette had worked at 9 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Turtle Eckenwiler | Georgette Lillian Holton | Georgette Turtle

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.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

June 1, 2018 - December 22, 2021

KBK CAPITAL MANAGEMENT, LLC

RIA
CRD#: 288662
DELRAY BEACH, FL
Past

May 7, 2010 - April 25, 2018

MANAGED ACCOUNT SERVICES, LLC

BD
CRD#: 133803
BOCA RATON, FL
Past

February 20, 2008 - December 31, 2017

INDEPENDENT PORTFOLIO CONSULTANTS, INC.

RIA
CRD#: 120420
BOCA RATON, FL
Past

March 27, 2006 - May 12, 2010

JESUP & LAMONT SECURITIES CORP

BD
CRD#: 39056
BOCA RATON, FL
Past

May 15, 2002 - March 6, 2006

ADVEST, INC.

BD
CRD#: 10
HARTFORD, CT
Past

August 9, 1996 - May 23, 2001

FSC SECURITIES CORPORATION

BD
CRD#: 7461
ATLANTA, GA
Past

October 20, 1993 - September 1, 1994

ADVEST, INC.

BD
CRD#: 10
HARTFORD, CT
Past

October 3, 1988 - October 29, 1993

DOMINICK & DICKERMAN LLC

BD
CRD#: 7344
OLD GREENWICH, CT
Past

January 1, 1987 - October 3, 1988

DOMIK CORP.

BD
CRD#: 223
Past

May 28, 1986 - November 18, 1986

JW GENESIS CLEARING CORP.

BD
CRD#: 6631
Past

May 2, 1985 - March 6, 1986

JW GENESIS CLEARING CORP.

BD
CRD#: 6631
Past

November 23, 1980 - October 31, 1984

JW GENESIS CLEARING CORP.

BD
CRD#: 6631

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 2/9/2008
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


KC
KBK CAPITAL MANAGEMENT, LLC
KBK CAPITAL MANAGEMENT, LLC

CRD#: 288662 / SEC#: 801-111903

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Contact information


Main Address
55 South East 2nd Avenue, Delray Beach, FL 33444
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (3/29/2021)

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


KBK CAPITAL MANAGEMENT, LLC

CRD#: 288662

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