Christopher
Kilrain

Sovran Advisors, LLC

CRD#6361650
Investment Advisor
in San Diego, CA

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About this Advisor

Christopher Kilrain is a financial advisor based in San Diego, California, working with Sovran Advisors, LLC. Christopher has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America N.A, Penn Mutual Life Ins Co, Hornor Townsend & Kent Inc, Tcfg Wealth Management, LLC, Tcfg Investment Advisors, LLC, Mml Investors Services, LLC, Mass Mutual Life Insurance Co, Sovran Advisors LLC - Crd 329415, and Cetera Advisor Networks LLC. Christopher has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Christopher is part of Sovran Advisors, LLC, which operates out of San Diego, California. The firm has 4 offices and 45 employees. The firm manages assets totaling $841.6 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Sovran Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3131 Camino Del Rio N. Suite 1350
San Diego, CA 92108

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Sovran Advisors, LLC Brokerage Details

Total Assets Under Management

$841,576,392

CA Average: $7,578,581,321
Total Number of Employees

45

CA Average: 43
Total Number of Accounts

3,480

CA Average: 3,727
Average Account Size

$241,832

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Christopher Kilrain Work History

2024 - Present (1 year)

Sovran Advisors LLC - Crd 329415

2024 - Present (1 year)

Cetera Advisor Networks LLC

2018 - 2024 (6 years)

Mml Investors Services, LLC

2018 - 2024 (6 years)

Mass Mutual Life Insurance Co

2017 - 2018 (1 year)

Tcfg Wealth Management, LLC

2017 - 2018 (1 year)

Tcfg Investment Advisors, LLC

2015 - 2017 (2 years)

Penn Mutual Life Ins Co

2015 - 2017 (2 years)

Hornor Townsend & Kent Inc

2014 - 2015 (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2014 - 2017 (3 years)

Bank Of America N.A

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Disclosures

Please visit the SEC profile of Christopher Kilrain to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Sovran Advisors, LLC

Edward Parker
San Diego, CA
Shannon Neimeyer
San Diego, CA
Ashten Barber
San Diego, CA
Christopher Kilrain
San Diego, CA
Royceton Pinder
San Diego, CA
Pamela Castanon
San Diego, CA
Andrew Baker
San Diego, CA
Edmundo Alvarado
Pasadena, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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