Kyle Shenk (CRD# 6957279) is an Investment Advisor Representative working at Coastal Investment Advisors in Glen Rock, PA and has 1 year of experience in the finance industry.
CRD# 2763082
Mml Investors Services, LLC
CRD# 5165082
Truist Advisory Services, Inc.
CRD# 2281395
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Coastal Equities, Inc. | Wilmington, DE | Apr 2021 - Current | 2 |
| Springifled Company | Glen Rock, PA | May 2020 - Mar 2021 | < 1 |
| Hampden-sydney | Farmville, VA | Aug 2019 - Mar 2020 | < 1 |
| Incapital | Boca Raton, FL | May 2019 - Aug 2019 | < 1 |
| Hampden-sydney | Farmville, VA | Aug 2018 - May 2019 | < 1 |
| Incapital | Boca Raton, FL | May 2018 - Aug 2018 | < 1 |
| Hampden-sydney | Farmville, VA | Aug 2017 - May 2018 | < 1 |
| Safari Club Int | Jackson Hole, WY | May 2017 - Aug 2017 | < 1 |
| Hampden-sydney | Farmville, VA | Aug 2016 - May 2017 | < 1 |
| Regents Glen | York, PA | Jun 2016 - Aug 2016 | < 1 |
| York County School District | York, PA | Apr 2011 - Jun 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2021 |
- PA
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Total Assets Under Management781MILLIONS
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Total Number of Accounts3,760ACCOUNTS
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Average Account Value$207,642
- 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
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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