Kyle PowersCRD Number: 5616304
Current Firm: Measured Wealth Private Client Group, LLC
Kyle Powers (CRD# 5616304) is an Investment Advisor Representative working at Measured Wealth Private Client Group, LLC in Boca Raton, FL and has over 8 years of experience in the finance industry.
Northstar Financial Planners, Inc.
Fin-est Investment Advisors, LLC
|Measured Wealth Private Client Group||Portsmouth, NH||Apr 2014 - Current||3|
|H. Beck, Inc.||Bethesda, MD||Mar 2013 - Current||4|
|First Command Financial Planning, Inc.||Fort Worth, TX||Jul 2008 - Feb 2013||4|
|Us Navy||Stuttgart,||Mar 2007 - Jul 2009||2|
|Us Navy||New Orleans, LA||Dec 2004 - Mar 2007||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2008|
|S65||NASAA Investment Advisors Law Examination||Dec 2008|
Total Assets Under Management170MILLIONS
Total Number of Accounts1,005ACCOUNTS
Average Account Value$169,505
- 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)
FL, MA, ME, NH, TX, VT
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