Janney Montgomery Scott LLC
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About this Advisor
Kilee Bomgardner is a financial advisor who works in Pittsburgh, Pennsylvania, with a total of 19 years in the industry. Bomgardner works at Janney Montgomery Scott LLC. Their career trajectory has included roles at Friendly'S Restaurant, Ail'S Financial Services, Cambridge Investment Research, Inc, Derry Township School District, Saint Francis University, Hershey Entertainment & Resorts Company, Crystal Pools, Inc, Janney Montgomery Scott LLC, Triad Advisors, Inc and Hershey Wealth Advisors LLC. Bomgardner holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to serve investors in Pennsylvania and Texas. Janney Montgomery Scott LLC is a financial advisory firm that has its headquarters in Pittsburgh, Pennsylvania. It has offices in 104 locations and a total of 1,884 advisors. It administers $35 billion in total assets among its 118,446 accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm advises 743 charities and foundations. Of its 118,446 client accounts, 23% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The business performs a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fee schedules largely depend on the type of financial services provided. However, fee types billed by Janney Montgomery Scott LLC likely are comprised of any blend of asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years of Experience
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Janney Montgomery Scott LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Kilee Bomgardner Work History
Kilee has 19 years of experience.
Janney Montgomery Scott LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Triad Advisors, Inc
Hershey Wealth Advisors LLC
Cambridge Investment Research, Inc
Ail'S Financial Services
Saint Francis University
Crystal Pools, Inc
Hershey Entertainment & Resorts Company
Derry Township School District
Kilee Bomgardner has no disclosures.
Please visit their SEC profile for more details.