Christopher J Kilrain

Employer firm

Sovran Advisors, LLC CRD 329415

$1.87B regulatory AUM 69 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 11/2014 → 09/2017
  Bank Of America N.A.
  San Diego, CA
• 10/2015 → 09/2017
  Penn Mutual Life Ins Co
  Horsham, PA
• 10/2015 → 09/2017
  Hornor Townsend & Kent Inc
  Horsham, PA
• 09/2017 → 02/2018
  Tcfg Wealth Management, Llc
  Laguna Niguel, CA
• 09/2017 → 02/2018
  Tcfg Investment Advisors, Llc
  Laguna Niguel, CA
• 03/2018 → 02/2024
  Mml Investors Services, Llc
  San Diego, CA
• 03/2018 → 02/2024
  Mass Mutual Life Insurance Co
  San Diego, CA
• 02/2024 → Present
  Sovran Advisors Llc - Crd 329415
  San Diego, CA
• 02/2024 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA

Previous Registrations

• 2018-04-10 → 2024-03-05
  Mml Investors Services, Llc
  San Diego, CA
• 2017-09-06 → 2018-03-26
  Tcfg Investment Advisors, Llc
  La Mesa, CA
  Laguna Niguel, CA
• 2015-11-13 → 2017-09-15
  Hornor, Townsend & Kent, Llc
  La Jolla, CA
• 2014-09-19 → 2015-10-20
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Diego, CA

Other Businesses

1. NAME OF OTHER BUSINESS: SOVRAN ADVISORS LLC - CRD 329415 INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: SEC REGISTERED INVESTMENT ADVISORY FIRM POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISOR REPRESENTATIVE START DATE: 02/2024 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING AND ASSET MANAGEMENT 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 1/2015 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SALES OF LIFE, HEALTH, DISABILITY, ANNUITIES, LONG TERM CARE; 3. NAME OF OTHER BUSINESS: MOUNT HELIX PARK FOUNDATION INVESTMENT RELATED: NO ADDRESS: 4901 MOUNT HELIX DRIVE, LA MESA, CA 91941 NATURE OF BUSINESS: BOARD FIDUCIARY POSITION START DATE: 1/2018 POSITION/TITLE/RELATIONSHIP: ELECTED BOARD MEMBER APX NUMBER OF HOURS PER WEEK: 4 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: HELP WITH DECISIONS IN MAINTENANCE AND UPGRADING OF THE NATURE PRESERVE AND AM ON THE FINANCE COMMITTEE; 4. NAME OF OTHER BUSINESS: PEARCY FINANCIAL PARTNERS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: DBA FOR MARKETING PURPOSES START DATE: 4/2018 POSITION/TITLE/RELATIONSHIP: INDEPENDENT CONTRACTOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: DBA USED FOR MARKETING; 5. NAME OF OTHER BUSINESS: MOUNT HELIX PARK FOUNDATION; INVESTMENT RELATED: NO; ADDRESS: 4901 MT HELIX DR, LA MESA, CA 91941; NATURE OF BUSINESS: BOARD; START DATE: 1/2018; POSITION/TITLE/RELATIONSHIP: CFO AND BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: HELP MAKE SURE THE ACCOUNTING IS ACCURATE, BUILD AND TRACK BUDGET AND KEEP THE OTHER BOARD MEMBERS AWARE OF OUR FINANCIAL POSITION;

Exams

• S66 Uniform Combined State Law Examination
  2014-09-18

Other Names

• Christopher James Kilrain