Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Dewey Hoyle is a financial advisor with The Colony Group, LLC. Kevin has been working in the financial services industry since 1983. Kevin is registered with the state of California to provide investment advisory services. Kevin's experience includes working with high-net-worth individuals, charitable organizations, corporations, and pooled investment vehicles.
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.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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2
ID
09/12/2024 - Present
THE Colony Group, LLC (COEUR D` ALENE ID)
CA
05/03/2004 - 08/31/2010
MID ATLANTIC CAPITAL CORPORATION (SAN DIEGO CA)
CA
02/22/1997 - 05/03/2004
LONDON PACIFIC SECURITIES, INC. (SACRAMENTO CA)
CA
04/25/1989 - 01/24/1997
SUTRO & CO. INCORPORATED (SAN FRANCISCO CA)
NA
06/16/1983 - 05/16/1989
PRUDENTIAL-BACHE SECURITIES INC.
IA
Issued 12/24/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/07/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/26/1998
Series 24 - General Securities Principal Examination
BC
Issued 03/27/1986
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 11/15/1983
Series 3 - National Commodity Futures Examination
BC
Issued 05/21/1983
Series 7 - General Securities Representative Examination
Active
Inactive
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