Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Dawson is a financial advisor with First Command Advisory Services. Kyle has been in the financial services industry since 2004 and has a broad range of experience. Kyle holds Series 7, 24, 52, 53 and 66 securities licenses. Kyle is also a Certified Financial Planner. Kyle provides financial planning and portfolio management services to individuals, corporations, and charitable organizations. Kyle's previous experience includes working with TD Ameritrade, Inc. and AmeriTrade, Inc.
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.
Personalized portfolio management to meet individual financial objectives.
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.
1
2
TX
12/15/2015 - Present
First Command Advisory Services (FORT WORTH TX)
TX
01/03/2012 - 12/11/2012
TD AMERITRADE, INC. (FORT WORTH TX)
TX
04/22/2006 - 08/02/2011
TD AMERITRADE, INC. (FORT WORTH TX)
TX
03/02/2004 - 04/22/2006
AMERITRADE, INC. (FORT WORTH TX)
OH
01/06/2003 - 06/20/2003
WORLD CHOICE SECURITIES, INC. (COLUMBUS OH)
MN
12/11/2002 - 01/17/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/11/2002 - 01/17/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 12/18/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/13/2016
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/05/2007
Series 4 - Registered Options Principal Examination
BC
Issued 06/05/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kyle Dawson is the right advisor for you? Invested Better is here to help.
