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Joseph Francis Kilner

KILNER CAPITAL ADVISORS, LLC·GAITHERSBURG, Maryland
Series 6, Series 63, Series 65Clean record22 years registeredKILNER CAPITAL ADVISORS, LLC
438 N. FREDERICK AVENUE, GAITHERSBURG, MD 20877CRD# 4540098Firm CRD# 139521

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joseph Francis Kilner · GAITHERSBURG, MD
Registration
CRD #4540098 · KILNER CAPITAL ADVISORS, LLC · 22 years registered
Brand Profile
Not yet started
01

Career History

KILNER CAPITAL ADVISORS, LLC
Jun 2006 – present
AMERICAN GENERAL SECURITIES INCORPORATED
Mar 2004 – Nov 2005
HOUSTON, TX
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 63
Series 65
Registration record
First registered · March 15, 2004
Years registered · 22
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
KILNER CAPITAL ADVISORS, LLC
CRD 139521 · SEC 801-69347
AUM
$283M
Regulatory assets under management
Employees
3
708 client accounts
Services offered by KILNER CAPITAL ADVISORS, LLC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
Client types served by the firm
Per Form ADV
Individuals
View all advisors at KILNER CAPITAL ADVISORS, LLC →
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Frequently Asked Questions

What services does Joseph Francis Kilner offer?
Joseph Francis Kilner specializes in Investment Management, Wealth Management. Contact their office in GAITHERSBURG, Maryland for a consultation.
What are Joseph Francis Kilner's credentials?
Joseph Francis Kilner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph Francis Kilner located?
Joseph Francis Kilner is based in GAITHERSBURG, Maryland, working with KILNER CAPITAL ADVISORS, LLC. Their office serves clients in the GAITHERSBURG metropolitan area and surrounding communities.
How does Joseph Francis Kilner charge for services?
Joseph Francis Kilner's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KILNER CAPITAL ADVISORS, LLC?
KILNER CAPITAL ADVISORS, LLC has approximately 3 employees and manages $283M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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