ADVISOR BIO

Kyle James Ferrare is a Certified Financial Planner and a registered investment advisor with Simon Quick Advisors, LLC, a firm based in Morristown, New Jersey. Kyle has been in the financial industry since 2001 and has over 20 years of experience. Kyle provides financial planning, pension consulting, and portfolio management services to individuals, families, businesses, and institutions. Kyle has a strong track record of helping clients achieve their financial goals.

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ADVISOR BIO

Kyle Edwin Lucas is an investment advisor representative registered with Fisher Investments in Washington and Texas. Kyle has been with Fisher Investments since August 2010. Kyle holds the Series 65 license. Kyle has a history of working with a variety of clients, including high-net-worth individuals, charitable organizations, corporations, and pension plans. Kyle's specializations include portfolio management, financial planning, and portfolio assessment. Kyle offers a variety of services, including portfolio management, financial planning, and portfolio assessment. Kyle specializes in a variety of financial products and services, including stocks, bonds, mutual funds, and exchange-traded funds.

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ADVISOR BIO

Kyle Richard Wolf is an Investment Advisor Representative at Fisher Investments. Kyle has been in the industry since May 2016 and is registered with the state of Washington and Texas. Kyle holds a Series 65 license and has passed the Uniform Investment Adviser Law Examination. Kyle's experience includes positions at Loggins Financial, Fisher Investments, Purdue Enterprise Company, and Purdue University. Kyle specializes in Portfolio Management for Individuals, Portfolio Management for Businesses, Portfolio Management for Investment Companies, and Portfolio Management for Pooled Investment Vehicles.

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ADVISOR BIO

Kyle Julian Cross is a registered Investment Advisor Representative at Lido Advisors, LLC. Kyle has been in the industry since August 2020. Kyle holds a Series 65 license and is registered with the state of California, Colorado, Florida, and Texas. Kyle's areas of expertise include portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.

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ADVISOR BIO

Kyle John Isler is a registered representative with William Blair, a firm that provides financial planning, portfolio management, and equity research services to individuals, businesses, and institutional clients. Kyle is licensed in North Carolina and Illinois. He has a Series 63, Series 79TO, and SIE license. Kyle is experienced in portfolio management for businesses and individuals, as well as portfolio management for pooled investment vehicles.

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ADVISOR BIO

Kyle Laska is a registered representative with Northern Trust Securities, Inc. Kyle has been in the securities industry for over 1 year and has over 1 year of experience as an Investment Adviser Representative. Kyle is currently registered with the state of Illinois and has registrations in 53 states for Broker-Dealer activities, including Illinois, Arizona, California, and Texas. Kyle previously worked with Mercer Allied Company, L.P. in Illinois. Kyle has a Series 66 and a Series 7TO. Northern Trust Securities, Inc. is a registered investment advisor with headquarters in Chicago, IL. The firm manages over $1 billion in assets. The firm is known for providing financial planning, portfolio management, and selection of other advisors. Kyle's client base consists of high-net-worth individuals, corporations, charitable organizations, and partnerships.

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ADVISOR BIO

Kyle Fitzgerald Dixon is an active Registered Representative and Investment Advisor Representative with RBC Capital Markets, LLC. Kyle Fitzgerald Dixon has been in the industry since November 4, 2011. Kyle Fitzgerald Dixon has passed the Uniform Combined State Law Examination, the Securities Industry Essentials Examination, and the General Securities Representative Examination. Kyle Fitzgerald Dixon is currently registered in Maryland and Texas as an Investment Advisor Representative. Kyle Fitzgerald Dixon is also registered in several other states as a Registered Representative. Kyle Fitzgerald Dixon has been with RBC Capital Markets, LLC since February 2011.

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ADVISOR BIO

Kyle Donley is an investment advisor representative with First Trust Advisors LP and has been in the industry since October 2015. Kyle holds the Series 7 and Series 66 licenses, and the SIE exam. Kyle is registered in Illinois and New York.

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ADVISOR BIO

Kyle Campbell is a financial advisor in Tampa, Florida. Kyle has been in the financial services industry since 2014. He has a Series 7, Series 66, and SIE license. Kyle specializes in providing financial planning, pension consulting, and portfolio management for businesses and individuals. Currently, Kyle is working at Captrust, a firm based in Raleigh, North Carolina, that has been providing financial services since 1982.

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ADVISOR BIO

Kyle Paben is an investment advisor representative at AR Asset Management, Inc., registered with the state of California. Kyle has been in the industry since 2014 and has a Series 65 license. Kyle specializes in portfolio management for individuals, businesses and pooled investment vehicles. Kyle holds a position with Green Team Holdings and Bask Ventures, Inc. and has a background in real estate and agriculture.

SPECIALIZATIONS