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Kyle Kenneth Clark

Charles Schwab & CO., Inc.

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About Kyle Kenneth Clark

Kyle Kenneth Clark is an active Registered Representative and Investment Advisor Representative with Charles Schwab & CO., Inc.. Kyle Kenneth Clark has been in the financial services industry for over 8 years, with prior roles at Citizens Securities, Inc. and Biondo Asset Management LLC. Kyle Kenneth Clark is registered in 15 states including Pennsylvania, New York, Maryland, New Jersey, and Delaware. Kyle Kenneth Clark has passed the Series 66, Series 7, and SIE exams. Kyle Kenneth Clark is a Registered Representative of Charles Schwab & Co., Inc. and an affiliate of Charles Schwab Bank. Kyle Kenneth Clark's specializations include investment advisory services and financial planning.

Firm Information

Kyle Clark is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Kyle Clark’s Registration & Firm History

PA

10/01/2021 - Present

Charles Schwab & CO., Inc. (Yardley PA)

PA

11/02/2018 - 07/16/2021

CITIZENS SECURITIES, INC. (PHILADELPHIA PA)

PA

11/24/2014 - 10/19/2017

BIONDO ASSET MANAGEMENT LLC (MILFORD PA)

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Licenses & Designations

BOTH

Issued 12/29/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/19/2017

SIE - Securities Industry Essentials Examination

BC

Issued 11/24/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Kyle Kenneth Clark.
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