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Kyle Andrew Koupal

Valley Financial Management, Inc.

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About Kyle Andrew Koupal

Kyle Andrew Koupal is a financial professional with experience in the industry since 2018. Kyle is currently registered with Valley Financial Management, Inc. Kyle is a registered representative of Valley Financial Management, Inc. Kyle has a Series 63 license and Series 79 license.

Firm Information

Kyle Koupal is currently registered with Valley Financial Management, Inc.. Valley Financial Management, Inc. is a corporation headquartered in NEW YORK, NY, United States. They offer portfolio management services to individuals and high-net-worth individuals. The firm has been registered with the SEC since 2000. Their website addresses are: https://www.linkedin.com/company/valleybank, https://twitter.com/ValleyBank, https://www.facebook.com/ValleyBank/, and https://valley.com/. They have 55 registered representatives and 28 investment adviser representatives. Valley Financial Management, Inc. is also a participant in wrap fee programs.
Valley Financial Management, Inc.

350 MADISON AVE.

NEW YORK, NY 10017

$55,000

Assets Under Management

Not reported

Total Clients

32

Total Financial Advisors

Services Offered

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kyle Koupal’s Registration & Firm History

AZ

09/14/2023 - Present

Valley Financial Management, Inc. (Phoenix AZ)

AZ

10/12/2018 - 10/12/2023

DV FINANCIAL SERVICES, LLC (PHOENIX AZ)

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Licenses & Designations

BC

Issued 01/11/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/13/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/12/2018

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kyle Andrew Koupal.
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