Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Kilrain is a financial advisor with Sovran Advisors, LLC. Christopher has been in the financial services industry since September 9, 2014. Christopher has a wide range of experience, having worked for firms such as Merrill Lynch, Pierce, Fenner & Smith Incorporated, Hornor, Townsend & Kent, Inc., and MML Investors Services, LLC. Christopher is licensed to sell securities in 12 states and has passed both the Series 7 and Series 66 exams. Christopher specializes in financial planning, portfolio management for individuals, and pension consulting. Christopher provides services to high-net-worth individuals, corporations, and pension and profit-sharing plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
CA
02/23/2024 - Present
Sovran Advisors, LLC (SAN DIEGO CA)
CA
04/09/2018 - 03/05/2024
MML INVESTORS SERVICES, LLC (SAN DIEGO CA)
CA
09/05/2017 - 03/26/2018
TCFG WEALTH MANAGEMENT, LLC (LAGUNA NIGUEL CA)
CA
10/29/2015 - 09/15/2017
HORNOR, TOWNSEND & KENT, INC. (LA JOLLA CA)
CA
08/20/2014 - 10/20/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN DIEGO CA)
BOTH
Issued 09/18/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Christopher Kilrain is the right advisor for you? Invested Better is here to help.
