Liam Sean Otoole
Professional Summary
Liam Sean Otoole is a registered financial advisor currently at KINDLING MBD LLC located in Chamblee, Georgia. Liam is registered as a RR (Registered Representative) and started their career in finance in 2026. Liam has worked at 1 firm and has passed the Series 7TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
1 years in the financial services industry
Current & Past Employments
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Current Firm
KINDLING MBD LLC
Contact Information
Main Address
1954 Airport Rd Suite 101, Chamblee, GA 30341-4967Mailing Address
1954 Airport Rd Suite 101, Chamblee, GA 30341-4967Phone Number
(863) 529-1632Established
Nevada since 03/08/2024Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallDocuments
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| KINDLING LLC | DIRECT OWNER | — |
| BEYTELL, PHILIP LAURIE | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | 4828145 |
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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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Liam Sean Otoole's CRS (Customer Relationship Summary).
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