Kyle DavisCRD Number: 7345410
Current Firm: Jack Keeter & Associates, Inc.
Kyle Davis (CRD# 7345410) is an Investment Advisor Representative working at Jack Keeter & Associates, Inc. in Anaheim, CA and has 1 year of experience in the finance industry.
Raymond James & Associates, Inc.
Dorman Skorheim Wealth Management LLC
Baker Jensen Investment Advisors, LLC
|Jack Keeter & Associates||Anaheim, CA||Mar 2021 - Current||1|
|Jack Keeter & Associates||Anaheim, CA||Apr 2018 - Mar 2021||2|
|Wells Fargo Bank||Anaheim, CA||Jul 2013 - Apr 2018||4|
|Built Rite Industries||Gardena, CA||May 2012 - Jul 2013||1|
|Costco Wholesale||Yorba Linda, CA||Nov 2012 - Feb 2013||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jul 2021|
Total Assets Under Management195MILLIONS
Total Number of Accounts942ACCOUNTS
Average Account Value$207,188
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, LA, OK, OR, TX
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