Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Kirkham is a financial advisor who has been in the industry since March 2009. Kyle has a diverse background in the industry having worked at a variety of firms including Charles Schwab & Co., Inc., TD Ameritrade, Inc., and First Allied Securities, Inc. Kyle is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in California and Texas. Kyle focuses on providing services to a variety of clients, including corporations, individuals, high-net-worth individuals, insurance companies, charitable organizations, and pension and profit-sharing plans. Kyle provides a variety of services including portfolio management for businesses and individuals, performance measurement reports, allocation modeling, IPS, research reports and services, pension consulting, and educational seminars.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
CA
09/11/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (EL CAJON CA)
CA
07/30/2019 - 01/10/2024
CHARLES SCHWAB & CO., INC. (La Jolla CA)
CA
01/10/2013 - 06/04/2019
TD AMERITRADE, INC. (SAN DIEGO CA)
CA
05/15/2012 - 01/23/2013
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
CA
04/16/2010 - 05/03/2012
CHASE INVESTMENT SERVICES CORP. (SAN DIEGO CA)
CA
11/14/2006 - 10/01/2008
WELLS FARGO INVESTMENTS, LLC (SAN DIEGO CA)
BOTH
Issued 12/18/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 9/27/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2006
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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