Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Lynn Dunning is a financial advisor with Raymond James Financial Services Advisors, Inc. Kyle is a registered representative with both the BrokerCheck and the Investment Adviser Public Disclosure (IAPD) systems. Kyle's professional career in the financial industry spans over 39 years. Kyle has experience working with individuals, families, corporations and businesses, pension and profit sharing plans, and charitable organizations. Kyle is a registered representative in 18 states and has experience in various areas of financial services, including financial planning, portfolio management, and investment advice.
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.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
ID
09/10/2020 - Present
Raymond James Financial Services Advisors, Inc. (Caldwell ID)
OR
06/02/2017 - 08/28/2018
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (CORVALLIS OR)
OR
06/20/2008 - 06/02/2017
WELLS FARGO CLEARING SERVICES, LLC (CORVALLIS OR)
OR
03/02/1998 - 07/09/2008
RBC CAPITAL MARKETS CORPORATION (CORVALLIS OR)
NA
07/05/1989 - 03/02/1998
DAIN RAUSCHER INCORPORATED
CA
01/30/1987 - 07/06/1989
MURPHEY FAVRE, INC. (IRVINE CA)
NA
06/22/1983 - 01/30/1987
SOMERS, GROVE & CO., INC.
BOTH
Issued 9/30/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 4/22/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/19/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 7/14/1988
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/8/1986
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/18/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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