Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Dunning is a financial advisor with Raymond James Financial Services Advisors, Inc. Kyle has been in the industry since 1983. Kyle currently works in the Caldwell, ID office. Prior to joining Raymond James Financial Services Advisors, Inc., Kyle was employed by Wells Fargo Advisors Financial Network, LLC, Wells Fargo Clearing Services, LLC, RBC Capital Markets Corporation, Dain Rauscher Incorporated, Murphey Favre, Inc. and Somers, Grove & Co., Inc. Kyle is registered to provide investment advice in Arizona, California, Colorado, Idaho, Kansas, Kentucky, Maryland, North Carolina, North Dakota, Oregon, Tennessee, Texas, Virginia, Washington, Wisconsin and Wyoming.
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 09/30/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/22/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/19/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 07/14/1988
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/08/1986
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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