Kyle BryanCRD Number: 33905
Current Firm: Westpark Wealth Advisors, Inc.
Kyle Bryan (CRD# 33905) is an Investment Advisor Representative working at Westpark Wealth Advisors, Inc. in Burleson, TX and has over 38 years of experience in the finance industry.
Avantax Advisory Services
Trinity Fiduciary Partners, LLC
Equitable Advisors, LLC
|Calton & Associates, Inc.||Houston, TX||Nov 2017 - Current||4|
|Ims Financial Advisors, Inc.||Houston, TX||Apr 2012 - Current||10|
|Ims Securities, Inc.||Houston, TX||Apr 2012 - Nov 2017||5|
|Nationwide Life Insurance||Arlington, TX||Mar 2006 - Nov 2017||11|
|Union Central Life||Cincinnati, OH||Nov 1984 - Nov 2017||33|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1984|
|S65||NASAA Investment Advisors Law Examination||Sep 1998|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management201MILLIONS
Total Number of Accounts657ACCOUNTS
Average Account Value$306,364
- 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
- Selection of other advisers (including private fund managers)
AR, AZ, CA, CO, FL, GA, IA, IL, IN, LA, MA, MI, NC, OR, PA, SC, TX, VA
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