TrueAdvisor
TrueAdvisor
BG
BG

Byron Paul Gabriel

Krilogy
36 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate Planning
Krilogy
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
53 advisors
Number of Clients
2,831 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$3.5B

Fee Structure

Financial Planning:Included in AUM fee

Location

3622 Lyckan Parkway, Ste. 3004-B, Durham, NC, 27707

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Krilogy
September 2017 - Present · 8 yrs 5 mos
Previous Registrations
Valdes & Moreno, INC.Broker
May 2014 - June 2017 · 3 yrs 1 mo
First Tryon Securities, LLCBroker
September 2013 - May 2014 · 8 mos
Drexel Hamilton, LLCBroker
May 2012 - September 2013 · 1 yr 4 mos
Weller, Anderson & CO., LTD.Broker
September 2011 - April 2012 · 7 mos
Carolina Capital Markets, INC.Broker
April 2011 - September 2011 · 5 mos
Carolina Capital Markets, INC.Broker
March 2007 - April 2009 · 2 yrs 1 mo
Sbk-Brooks Investment CORP.Broker
August 2004 - November 2005 · 1 yr 3 mos
Natcity Investments, INC.Broker
April 2004 - September 2004 · 5 mos
Commerce Brokerage Services, INC.Broker
May 2001 - July 2003 · 2 yrs 2 mos
Carolina Capital Markets, INC.Broker
January 2001 - January 2001 · 0 mos
Carolina Capital Markets, INC.Broker
June 1995 - January 2001 · 5 yrs 7 mos
Cape Securities INC.Broker
November 1994 - June 1995 · 7 mos
Morgan Keegan & Company, INC.Broker
October 1994 - November 1994 · 1 mo
J. Lee Peeler & Company, INC.Broker
April 1989 - October 1994 · 5 yrs 6 mos
Summers & Company, INC.Broker
May 1984 - March 1989 · 4 yrs 10 mos
State Registrations2 states
MONC
Advisor
Exams
No exam information available for this advisor.