Unclaimed
Kyle Rainwater is a financial advisor who has been in the industry since 2012. Kyle is registered with B. Riley Wealth Advisors, Inc. and is licensed in Arizona, Arkansas, California, Florida, Iowa, New Jersey, Oklahoma and Texas. Kyle is also a Certified Financial Planner. Kyle has been a financial advisor since 2011 and has experience with United Capital Financial Advisors, LLC, Girard Securities, Inc., Cetera Advisor Networks LLC, and National Securities Corp. Kyle is committed to providing personalized financial advice to individuals, families, and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
TX
08/07/2019 - Present
B. Riley Wealth Advisors, Inc. (Dallas TX)
TX
08/06/2019 - 07/22/2022
NATIONAL SECURITIES CORPORATION (DALLAS TX)
TX
11/01/2017 - 08/14/2019
CETERA ADVISOR NETWORKS LLC (IRVING TX)
TX
04/17/2012 - 11/01/2017
GIRARD SECURITIES, INC. (IRVING TX)
BC
Issued 05/04/2012
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/16/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kyle Rainwater is the right advisor for you? Invested Better is here to help.