Kyle Nixon, financial advisor Anaheim Hills CA
89 score

Kyle Nixon

CRD Number: 6288650
Current Firm: Benefit Financial Services Group

Kyle Nixon (CRD# 6288650) is an Investment Advisor Representative working at Benefit Financial Services Group in Anaheim Hills, CA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Benefit Funding Services Group Irvine, CA Jan 2016 - Current < 1
Powers Capital Investments, Inc. Anaheim Hills, CA Mar 2013 - Current 3
Citizens Business Bank Orange, CA May 2008 - Mar 2013 4
Student Orange, CA Dec 2007 - May 2008 < 1
Ralphs Anaheim, CA Oct 2004 - Dec 2007 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2014
Contact Info for Kyle H. Nixon
Phone Number: 949-955-2552
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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