Sarah Kyle, financial advisor Henrico VA

Sarah Kyle

CRD Number: 7290327
Current Firm: Cambridge Investment Research Advisors, Inc.

Sarah Kyle (CRD# 7290327) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Henrico, VA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research Advisors, Inc. Fairfield, IA Jan 2024 - Current < 1
Cambridge Investment Research, Inc. Fairfield, IA Oct 2022 - Current 1
Cambridge Investment Research, Inc. Fairfield, IA Aug 2020 - Current 3
Banfield Pet Hospital Mechanicsville, VA Sep 2020 - Oct 2021 1
Amazon Ashland, VA Jul 2020 - Aug 2020 < 1
Unemployed Beaverdam, VA Mar 2020 - Jul 2020 < 1
United States Peace Corps Beni Ahmed, Sep 2019 - Mar 2020 < 1
First Baptist Church Richmond Richmond, VA Jun 2019 - Sep 2019 < 1
William & Mary Cohen Career Center Williamsburg, VA Jan 2016 - May 2019 3
The College Of William & Mary Williamsburg, VA Aug 2015 - May 2019 3
Mount Vernon Baptist Church Glen Allen, VA Jun 2018 - Aug 2018 < 1
Virginia Alcoholic Beverage Control Authority Richmond, VA Jun 2018 - Aug 2018 < 1
Mount Vernon Baptist Church Glen Allen, VA Jun 2017 - Aug 2017 < 1
Urbanpromise Wilmington Wilmington, DE Jun 2016 - Aug 2016 < 1
Unemployed Beaverdam, VA May 2015 - Aug 2015 < 1
Patrick Henry High School Ashland, VA Sep 2011 - May 2015 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2023
Contact Info for Sarah Kyle
Phone Number: 641-472-5100
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    87,369
    MILLIONS
  • Total Number of Accounts
    448,526
    ACCOUNTS
  • Average Account Value
    $194,791
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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