Kyle Roberts (CRD# 7503693) is an Investment Advisor Representative working at United Brokerage Services Inc. in Glen Allen, VA and has 1 year of experience in the finance industry.
CRD# 1266966
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 864358
Frontier Financial Partners, LLC
CRD# 6404324
Davenport & Company LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| United Brokerage Services Inc. | Lynchburg, VA | Jun 2023 - Current | < 1 |
| United Bank | Lynchburg, VA | Oct 2017 - Current | 6 |
| Shenandoah Harley-davidson | Staunton, VA | Apr 2015 - Oct 2017 | 2 |
| Brown Automotive Group | Charlottesville, VA | Apr 2014 - Apr 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2023 |
- VA
-
Total Assets Under Management250MILLIONS
-
Total Number of Accounts790ACCOUNTS
-
Average Account Value$316,134
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AL, CA, DC, FL, HI, KY, MD, NC, NJ, NY, OH, PA, SC, TX, VA, WV
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