Kyle Brown (CRD# 5962658) is an Investment Advisor Representative working at First Trust Advisors LP in Wheaton, IL and has over 12 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
Company Name | Location | Dates | Years |
---|---|---|---|
First Trust Portfolios LP | Wheaton, IL | Jun 2022 - Current | 1 |
First Trust Advisors LP | Wheaton, IL | Jun 2022 - Current | 1 |
Guggenheim Funds Distributors LLC | Chicago, IL | Feb 2016 - Jun 2022 | 6 |
New Trier Lacrosse Club | Winnetka, IL | Mar 2015 - Jul 2017 | 2 |
New Trier Hockey Club | Winnetka, IL | Aug 2014 - Jun 2017 | 2 |
Edward Jones | St Louis, MO | Aug 2011 - Jan 2016 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Sep 2011 |
- IL
-
Total Assets Under Management190,452MILLIONS
-
Total Number of Accounts3,143ACCOUNTS
-
Average Account Value$60,595,609
- A percentage of assets under your management
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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