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
10 years
Location
Geneva, AL 36340
LPL Financial
Institution
Kylie Mccollough is a financial advisor at LPL Financial with 10 years of industry experience. She holds the Series 66 designation and has worked at LPL Financial since 2016. In addition to her advisory role, she has served as a Financial Service Officer at Avadian Credit Union since 2009 and is a licensed notary. She also works as an Assignment Ready Counselor for Magellan Health. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning, portfolio management, and retirement advice solutions supported by research and technology tools.
Based on LPL Financial
Based on LPL Financial
Flat fees up to $15,000 for financial planning and consulting services
Up to $500 per hour for financial planning and consulting services
Geneva, AL
309 West Maple Avenue
Geneva AL 36340
Advisors at this office
1
Alabama
10 years of industry experience
LPL Financial
2016 - Present • 10 years
Hoover, AL
Avadian Credit Union
2009 - Present • 17 years
Birmingham, AL
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 66
Coffee Springs, AL
Raymond James & Associates
Samantha Bichsel is a Series 66-licensed financial advisor with Raymond James & Associates, where she has worked since 2021. She has three years of industry experience and previously worked at The Park Preschool at Trenton Crossing. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension and profit-sharing plans, and municipalities, offering financial planning and consulting with a range of portfolio management styles and affiliated research.
Series 66
Hartford, AL
Edward Jones
Michael Langford is a financial advisor with Edward Jones, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2020, he worked at Five Star Credit Union from 2014 to 2020. He is based in Hartford, Alabama. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
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