Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Parsons is a financial advisor at Cross Financial Advisors, located in Beaverton, OR. Kyle has been in the industry since 2009 and is registered with both FINRA and the state of Oregon. Kyle has a wide range of experience in the financial services industry and is committed to providing personalized financial planning and investment management services to individuals and families. Kyle is dedicated to helping clients achieve their financial goals and provides financial planning services as well as portfolio management for individuals.
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.
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.
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2
OR
06/29/2017 - Present
Cross Financial Advisors (BEAVERTON OR)
OR
01/01/2010 - 07/09/2015
HORNOR, TOWNSEND & KENT, INC. (LAKE OSWEGO OR)
IA
Issued 05/18/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/21/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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