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Bryan Kilpatrick

First Western Securities, INC.
42 Years of Experience
Hurst, TX
1 DisclosureBroker
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View SEC Summary

Bryan Kilpatrick is a registered investment advisor at First Western Securities, INC., based in Hurst, TX, with 42 years of industry experience. Bryan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 32 clients with $49M in assets under management.

First Western Securities, INC.
Compensation
Fee-Only (% of Portfolio)
Firm Size
6 advisors
Number of Clients
32 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$48.6M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any3.00%

The fee schedule generally ranges from 1% to 3% of assets under management, not to exceed 3%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

669 Airport Freeway #409, Hurst, TX, 76053

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
July 2007
Final
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Other Business Activities

Bryan is a partner in JKC Investments, a family investment partnership that invests in real estate, real estate loans, and other business loans. JKC Investments uses only its own capital.

Employment History
Current Registrations
First Western Securities, INC.
September 2007 - Present · 19 yrs 1 mo
First Western Securities, INC.Broker
October 1988 - Present · 38 yrs
Previous Registrations
T.L. Reed Securities, INC.Broker
July 1987 - October 1988 · 1 yr 3 mos
Slatery Securities Group, INC.Broker
July 1984 - July 1987 · 3 yrs
State Registrations2 states
OKTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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