Kyle Glenn (CRD# 7692180) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Harrisonburg, VA and has over 2 years of experience in the finance industry.
CRD# 6428261
Cambridge Investment Research Advisors, Inc.
CRD# 3229074
Raymond James Financial Services Advisors, Inc.
CRD# 1087823
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Glenn Financial | Rockingham, VA | Jan 2023 - Current | 1 |
| Cfd Investments | Kokomo, IN | Jan 2023 - Current | 1 |
| Creative Financial Designs | Kokomo, IN | Jan 2023 - Current | 1 |
| Park View Federal Credit Union | Harrisonburg, VA | Oct 2020 - Jan 2023 | 2 |
| Unemployed | Harrisonburg, VA | May 2020 - Oct 2020 | < 1 |
| Every Nation Campus | Harrisonburg, VA | May 2019 - May 2020 | 1 |
| Bridgewater College | Bridgewater, VA | Dec 2018 - May 2019 | < 1 |
| Bridgewater College | Bridgewater, VA | Aug 2016 - Dec 2018 | 2 |
| Full Time Student | Harrisonburg, VA | Aug 2003 - Dec 2018 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2021 |
| S63 | Uniform Securities State Law Examination | Jul 2021 |
- VA
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Total Assets Under Management2,082MILLIONS
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Total Number of Accounts12,377ACCOUNTS
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Average Account Value$168,226
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- 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
- 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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