Featured Business Financial Advisor in McKinney, TX
McKinney Financial Advisors
Kilby Wealth Strategies
8813 Arbor Creek Lane
McKinney, TX 75070
(800) 810-0068
“Your Financial Future”
Advisor Profile
Jennifer Kilby
Name:  Jennifer Kilby
Phone Number:  (800) 810-0068
Website:  Visit Website

About Kilby Wealth Strategies

Our investment strategies emphasize our belief in the necessity of risk management, that they key to long-term investment success is placing greater emphasis on aiming to minimize losses in declining markets than on trying to maximize return in rising markets. While striving to provide you the best possible returns and help you meet your financial goals our primary concern will always be to protect and preserve your principal.
 

General Information

CRD#:    2601913
Insurance License#:    4795599
States Licensed in:    AZ, FL, MI, IL, WI, TX, CO, SC, OH, ME
States Willing to do Business in:    Allen,Frisco,Plano,McKinney
I work with the following types of clients:    Individual Investors
 

Services

Investment Types:    Annuities, Mutual Funds, Bonds, Stocks, Insurance
I can meet clients in the following ways:    Via email, Via phone, At my office
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant, Accredited Investment FiduciaryŽ (AIF), NSSA
Securities Licenses:    Series 66, Series 24, Series 7
Insurance and Annuity Licenses:    Long Term Care, Life
 

Compensation & Fees

Minimum Portfolio Size for New Managed Accounts:    $250,000
 
 
 
Prepared By: Jennifer Kilby

© 2012   Retirement Planning   All Rights Reserved. All other trademarks and copyrights are the property of their respective holders.
This website provides information related to the subjects covered. Before making any financial or legal decisions, a professional should be consulted.