Eileen Carney Ybanez

Employer firm

Coyle Capital, LLC CRD 173822

$925M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2014 → 07/2017
  Valic Financial Advisors, Inc.
  Jacksonville, FL
• 07/2017 → 11/2017
  Securian Financial Services Inc
  St Paul, MN
• 07/2017 → 11/2017
  Minnesota Life Insurance Co
  St Paul, MN
• 07/2017 → 11/2017
  Capital Financial Strategies
  Jacksonville, FL
• 06/2017 → 07/2017
  Securian Financial Services Inc
  St Paul, MN
• 06/2017 → 07/2017
  Capital Financial Strategies
  Jacksonville, FL
• 11/2017 → Present
  Wolf Retirement Navigation
  Jacksonville, FL
• 10/2019 → 06/2021
  Retirement Wealth Advisors, Inc
  Jacksonville, FL
• 06/2021 → Present
  Coyle Capital
  Jacksonville, FL

Previous Registrations

• 2019-10-28 → 2021-08-25
  Brookstone Wealth Advisors, Llc
  Jacksonville, FL
• 2017-08-11 → 2017-11-14
  Securian Financial Services, Inc.
  Jacksonville, FL
• 2015-04-23 → 2017-07-06
  Valic Financial Advisors, Inc.
  Jacksonville, FL
  Jacksonville, FL
  Jacksonville, FL

Other Businesses

WOLF RETIREMENT NAVIGATION; INVESTMENT RELATED; 4230 PABLO PROFESSIONAL CT, STE 101, JACKSONVILLE FL 32224; INVESTMENT ADVISORY AND INSURANCE; DIRECTOR OF CUSTOMER SERVICE; STARTED 11/2017; 160 HOURS/MONTH DEVOTED; 160 HOURS/MONTH DEVOTED; OFFER INVESTMENT ADVISORY SERVICES AND INSURANCE SALES.

Exams

• S63 Uniform Securities Agent State Law Examination
  2017-08-31
• S65 Uniform Investment Adviser Law Examination
  2015-04-21
• S66 Uniform Combined State Law Examination
  2001-04-04

Other Names

• Eileen Taylor