Kyle Kirk (CRD# 7260102) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Bradford, PA and has over 3 years of experience in the finance industry.
CRD# 5596824
Lincoln Financial Securities Corporation
CRD# 2598701
Ameriprise Financial Services, LLC
CRD# 2506598
Cambridge Investment Research Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Bradford, PA | Jan 2022 - Current | 2 |
| Lpl Financial LLC | Bradford, PA | Sep 2020 - Dec 2021 | 1 |
| Northwest Bank | Bradford, PA | May 2020 - Dec 2021 | 1 |
| Byllye Lanes | Bradford, PA | Jan 2016 - Sep 2020 | 4 |
| Slippery Rock University | Slippery Rock, PA | Sep 2017 - May 2020 | 2 |
| Northwest Bank | Bradford, PA | May 2019 - Jan 2020 | < 1 |
| Allegheny Bradford Corporation | Lewis Run, PA | Jun 2017 - Aug 2018 | 1 |
| Slippery Rock University | Slippery Rock, PA | Jan 2018 - May 2018 | < 1 |
| Bradford Area School District | Bradford, PA | Sep 2006 - Jun 2017 | 10 |
| Topline Process Equipment Company | Lewis Run, PA | Jun 2016 - Aug 2016 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2021 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2022 |
- PA
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Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- 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
- 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
- Educational seminars/workshops
- Other
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