Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Billy? Claim Your ProfileBilly Kyles is a financial advisor with over 23 years of experience in the industry. Billy is a registered representative with LPL Financial LLC, and is licensed to provide financial advice in California, Florida, North Carolina, Oregon, and Washington. Billy is Series 6, 26 and 63 licensed. Billy holds the SIE certification. Billy has a history of working with individuals, high-net-worth individuals, corporations or other businesses, charitable organizations, pension and profit-sharing plans and investment clubs.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WA
02/03/2003 - Present
LPL Financial LLC (OROVILLE WA)
MN
04/05/1999 - 02/06/2003
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
BC
Issued 03/01/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/13/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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