Kyle Allen
Advisor at One Day In July LLC — St. Petersburg, FL
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
3 years
Location
St. Petersburg, FL 33701
One Day In July LLC
Team
Kyle Allen is a financial advisor at One Day In July LLC in St. Petersburg, FL, with three years of industry experience. He holds a Series 66 designation and has previously worked at Park Avenue Securities and Guardian Life Insurance Company/Westshore Financial Group. Before entering financial services, he spent six years with Maserati - Alfa Romeo of St. Petersburg. One Day In July provides discretionary portfolio management and financial planning to individuals, charitable organizations, corporations, and pension plans. The firm emphasizes an asset-allocation approach favoring low-cost ETFs, incorporates client education through newsletters and webinars, and offers an optional environmental investing strategy.
Based on One Day In July LLC
Based on One Day In July LLC
Flat rate of 0.50% annually for Held-Away and 529 Accounts
$0 - $600,000: 0.75% $600,001 - $2,500,000: 0.50% $2,500,001 - $23,600,000: 0.25% $23,600,001 - $117,800,000: 0.125% $117,800,001+: Negotiable
Account minimum: $60,000 Minimum fee: $1,200 minimum annual Advisory Fee for Custodian-Linked Accounts (other than 529 Accounts)
St. Petersburg, FL
165 5th Avenue NE
St. Petersburg FL 33701
Advisors at this office
1
Florida
3 years of industry experience
One Day In July LLC
2026 - Present • 1 year
Burlington, VT
Park Avenue securities
2022 - 2026 • 4 years
Tampa, FL
GUARDIAN LIFE INSURANCE COMPANY/Westshore Financial Group
2022 - 2026 • 4 years
Tampa, FL
Unemployed
2022 - 2022 • 1 year
St Petersburg, FL
Maserati - Alfa Romeo of St Petersburg
2016 - 2022 • 6 years
Pinellas Park, FL
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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