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Bryan Craig Kilpatrick

FIRST WESTERN SECURITIES, INC.·HURST, Texas
SIE, Series 7, Series 24, Series 27, Series 63, Series 66, Series 99TO18 years registeredFIRST WESTERN SECURITIES, INC.
669 AIRPORT FREEWAY, HURST, TX 76053CRD# 1278558Firm CRD# 19537

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Bryan Craig Kilpatrick · HURST, TX
Registration
CRD #1278558 · FIRST WESTERN SECURITIES, INC. · 18 years registered
Brand Profile
Not yet started
01

Career History

FIRST WESTERN SECURITIES, INC.
Sep 2007 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 27
Series 63
Series 66
Series 99TO
Registration record
First registered · September 4, 2007
Years registered · 18
03

Disclosure History

2007Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

04

Firm Overview

Firm
FIRST WESTERN SECURITIES, INC.
CRD 19537 · SEC 801-70430
AUM
$47M
Regulatory assets under management
Employees
6
356 client accounts
Services offered by FIRST WESTERN SECURITIES, INC.
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
View all advisors at FIRST WESTERN SECURITIES, INC. →
Introduction

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05

Frequently Asked Questions

What services does Bryan Craig Kilpatrick offer?
Bryan Craig Kilpatrick specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in HURST, Texas for a consultation.
What are Bryan Craig Kilpatrick's credentials?
Bryan Craig Kilpatrick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bryan Craig Kilpatrick located?
Bryan Craig Kilpatrick is based in HURST, Texas, working with FIRST WESTERN SECURITIES, INC.. Their office serves clients in the HURST metropolitan area and surrounding communities.
How does Bryan Craig Kilpatrick charge for services?
Bryan Craig Kilpatrick's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FIRST WESTERN SECURITIES, INC.?
FIRST WESTERN SECURITIES, INC. has approximately 6 employees and manages $47M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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