Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Johnston is a registered investment advisor representative with Lifestyle Asset Management, Inc. Kyle Johnston has been in the industry since 1991 and is licensed to offer investment advisory services in Texas. Prior to joining Lifestyle Asset Management, Inc., Kyle Johnston was associated with FIRST ALLIED SECURITIES, INC., FFP SECURITIES, INC. and SECURITIES MANAGEMENT & RESEARCH, INC. Kyle Johnston offers financial consulting, financial planning, pension consulting, selection of other advisors and portfolio management for businesses and individuals.
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.
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.
Financial consulting
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.
A percentage of the total value of assets under management is charged.
1
2
TX
06/24/2018 - Present
Lifestyle Asset Management, Inc. (Texas City TX)
TX
05/30/2008 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (Texas CIty TX)
TX
09/28/2001 - 05/30/2008
FFP SECURITIES, INC. (FRIENDSWOOD TX)
IA
10/21/1993 - 10/01/2001
SECURITIES MANAGEMENT & RESEARCH, INC. (CEDAR RAPIDS IA)
GA
03/30/1989 - 12/31/1991
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
BOTH
Issued 03/08/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/16/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2003
Series 7 - General Securities Representative Examination
BC
Issued 03/29/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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