KC
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
4 advisors
Number of Clients
62 clients
Average Client Portfolio
$486K average
Assets Under Management
$30.1M
Fee Structure
Financial Planning:Investment management only
This firm's advisors may receive additional compensation based on the amount of assets they bring to the firm and the number of clients they introduce. Some advisors are licensed insurance agents and may receive commissions from the sale of insurance products.
Areas of Practice
Investment ManagementInsurance Planning
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Advisor Information
Office location
13231 Champions Forest Dr., Suite 300, Houston, TX, 77069
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kaylin owns and operates M&A Risk Management, LLC, an insurance agency, since 2022. She dedicates full-time hours to this business, with 90% of the time spent during securities trading hours.
Employment History
Current Registrations
Exos Wealth Strategies, LLC
September 2023 - Present · 2 yrs 4 mos
Previous Registrations
Park Avenue Securities LLC
June 2019 - August 2022 · 3 yrs 2 mos
Park Avenue Securities LLC Broker
September 2018 - August 2022 · 3 yrs 11 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.