Kyle Fischer (CRD# 6601181) is an Investment Advisor Representative working at Godsey & Gibb Wealth Management in Greenville, SC and has over 7 years of experience in the finance industry. Kyle Fischer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5253310
Boundless Financial
CRD# 4456936
Apex Capital Management LLC
CRD# 6162753
Brookstone Wealth Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Godsey & Gibb Wealth Management | Richmond, VA | Aug 2019 - Current | 4 |
| Cornerstone Wealth Group, LLC | Huntersville, SC | Jan 2018 - Aug 2019 | 1 |
| Mutual Securities, Inc. | Camarillo, CA | Nov 2017 - Aug 2019 | 1 |
| Cornerstone Wealth | Greenville, NC | Jan 2016 - Dec 2017 | 1 |
| Lpl Financial, LLC | Greenville, NC | May 2016 - Nov 2017 | 1 |
| The Peace Center | Greenville, SC | Oct 2015 - Jan 2016 | < 1 |
| The Galley | Anderson, SC | Sep 2015 - Oct 2015 | < 1 |
| Elliott Davis Decosimo, LLC | Greenville, SC | Oct 2012 - Aug 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2016 |
- GA
- SC
- TX
- VA
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Total Assets Under Management1,254MILLIONS
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Total Number of Accounts1,757ACCOUNTS
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Average Account Value$713,589
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, LA, MA, MD, ME, MI, MO, MS, NC, NH, NJ, NY, OH, OR, PA, SC, TN, TX, VA, VT, WA, WV
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