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Kyle A
Series 66
St. Petersburg, FL
One Day In July LLC
Kyle Allen is a financial advisor with One Day In July LLC in St. Petersburg, FL, holding a Series 66 designation and four years of industry experience. Prior to joining One Day In July, he worked at Park Avenue Securities and Guardian Life Insurance Company/Westshore Financial Group. Before his career in finance, he was employed at Maserati - Alfa Romeo of St Petersburg for six years. One Day In July LLC provides discretionary portfolio management and financial planning to individuals, charitable organizations, corporations, and pension/employee benefit plans, employing an asset-allocation strategy focused on low-cost ETFs supplemented by active management elements. The firm also offers investment consulting for retirement plans and maintains a client education program through newsletters, webinars, and events.
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