Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Bird is a financial advisor with LPL Financial LLC based in Redding, CA. Kyle has been in the industry since December 31, 2020, and has been registered with the state of California as both a Broker-Dealer and an Investment Advisor. Kyle holds the Series 66, 7TO and SIE licenses. In addition to their current position with LPL Financial LLC, Kyle was previously affiliated with Equitable Advisors, LLC. Kyle has a diverse client base, including individuals, families, businesses, and charitable organizations. Kyle is committed to providing personalized financial advice and helping clients achieve their financial goals.
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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CA
10/18/2023 - Present
LPL Financial LLC (REDDING CA)
CA
01/01/2021 - 10/18/2023
EQUITABLE ADVISORS, LLC (REDDING CA)
BOTH
Issued 01/26/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/28/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/20/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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