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Kaylee Binxin Wallentine

Actuarial Direct LLC

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About Kaylee Binxin Wallentine

Kaylee Wallentine is a registered Investment Advisor Representative with Actuarial Direct LLC. Kaylee has been working in the financial industry since 2020. Kaylee specializes in providing portfolio management services to individuals. Kaylee holds a Series 65 license and is currently registered with the state of California and Nevada.

Firm Information

Kaylee Wallentine is currently registered with Actuarial Direct LLC. Actuarial Direct LLC is an investment advisor with 2 investment advisor representatives, managing $7,000,000 in assets for 120 individual clients. They specialize in portfolio management for individuals.

$7.00M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kaylee Wallentine’s Registration & Firm History

NV

06/27/2023 - Present

Actuarial Direct LLC (PAHRUMP NV)

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Licenses & Designations

IA

Issued 06/05/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kaylee Binxin Wallentine.
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