Kyle Bochat (CRD# 6298931) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Gainesville, GA and has over 9 years of experience in the finance industry.
CRD# 3012105
Lpl Financial LLC
CRD# 1742325
Edward Jones
CRD# 3154271
Morgan Stanley
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tfs Securities | Lincroft, NJ | Jan 2024 - Current | < 1 |
| Ifg Advisory, LLC | Gainsville, GA | Jun 2017 - Current | 6 |
| Pensionmark Financial Group | Santa Barbara, CA | Dec 2015 - Current | 8 |
| Lpl Financial, LLC | Gainsville, GA | Jun 2017 - Dec 2023 | 6 |
| Strong Gaddy Lee Wealth Management Group, LLC | Gainesville, GA | Jun 2017 - Dec 2023 | 6 |
| Wells Fargo Clearing Services, LLC | Gainesville, GA | Nov 2016 - Jun 2017 | < 1 |
| Wells Fargo Advisors, LLC | Gainesville, GA | Jul 2016 - Nov 2016 | < 1 |
| Edward Jones | St. Louis, MO | Mar 2014 - Jul 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2014 |
- GA
- LA
- TX
-
Total Assets Under Management37,760MILLIONS
-
Total Number of Accounts11,973ACCOUNTS
-
Average Account Value$3,153,743
- 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 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
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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