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Kyle James Berkman

Intrepid Investment Bankers LLC

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About Kyle James Berkman

Kyle James Berkman is a financial advisor with Intrepid Investment Bankers LLC. Kyle has been in the industry since August 24, 2014. Kyle is registered with the Financial Industry Regulatory Authority (FINRA) as a Series 63, Series 79 and SIE representative and is licensed to offer investment advice in Arizona and California.

Firm Information

Kyle Berkman is currently registered with Intrepid Investment Bankers LLC. Intrepid Investment Bankers LLC is a Limited Liability Company formed on April 28, 2010. The firm is registered in Arizona, California, Colorado, Illinois, New York, North Carolina, and Utah. It also holds an approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

69

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.

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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Kyle Berkman’s Registration & Firm History

CA

08/25/2014 - Present

Intrepid Investment Bankers LLC (LOS ANGELES CA)

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Licenses & Designations

BC

Issued 08/31/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/24/2014

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kyle James Berkman.
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