Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Reid Bruchmiller is a registered investment advisor representative with Icon Wealth Partners in Houston, Texas. Kyle has been in the securities industry since August 2014 and has a Series 7, Series 63, and Series 65 license. Kyle's previous experience includes working as a registered representative at Hines Securities, Inc. Kyle specializes in providing financial planning, portfolio management for individuals, and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Credit and cash management solutions
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.
A percentage of the total value of assets under management is charged.
Revenue sharing on eligible credit and cash management solutions
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2
TX
01/24/2024 - Present
Icon Wealth Partners (HOUSTON TX)
TX
08/19/2014 - 11/01/2023
HINES SECURITIES, INC. (HOUSTON TX)
IA
Issued 01/18/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/08/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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