Kyle FaszholzCRD Number: 5536162
Current Firm: Envestnet | Pmc
Kyle Faszholz (CRD# 5536162) is an Investment Advisor Representative working at Envestnet | Pmc in Addison, TX and has over 8 years of experience in the finance industry. Kyle Faszholz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Khp Capital LLC
Commonwealth Financial Network
Vanderpal Capital Management LLC
|Envestnet Asset Management||Addison, TX||Apr 2014 - Current||3|
|Summa Wealth Management, LLC||Austin, TX||Jun 2013 - Current||4|
|Ubs Financial Services Inc.||Austin, TX||Aug 2009 - Jun 2013||3|
|Cambridge Legacy Securities||Dallas, TX||Jun 2009 - Aug 2009||< 1|
|Morgan Stanley & Co Inc.||Austin, TX||May 2008 - Jun 2009||1|
|Wells Fargo Bank||Grapevine, TX||Aug 2007 - Apr 2008||< 1|
|Animal Care Technologies||Denton, TX||Feb 2006 - Jul 2007||1|
|University Of North Texas||Denton, TX||May 2006 - May 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2008|
|S65||NASAA Investment Advisors Law Examination||Aug 2008|
Total Assets Under Management82,196MILLIONS
Total Number of Accounts428,616ACCOUNTS
Average Account Value$191,771
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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