Kyle Labeaune, financial advisor Irvine CA

Kyle Labeaune

CRD Number: 6732423
Current Firm: Burnham Gibson Wealth Advisors, LLC

Kyle Labeaune (CRD# 6732423) is an Investment Advisor Representative working at Burnham Gibson Wealth Advisors, LLC in Irvine, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Burnham Gibson Wealth Advisors, LLC Irvine, CA Mar 2021 - Current < 1
Equitable Advisors, LLC New York, NY Nov 2017 - Current 4
Burnham Gibson Wealth Advisors Irvine, CA Nov 2017 - Mar 2021 3
Axa Advisors, LLC New York, NY Nov 2017 - Jun 2020 2
Burnham Gibson Wealth Advisors, Inc. Irvine, CA Dec 2016 - Nov 2017 < 1
Vanguard University Costa Mesa, CA Oct 2014 - Dec 2016 2
Boston Scientific Valencia, CA May 2014 - Oct 2014 < 1
Bank Of America Simi Valley, CA Jun 2013 - May 2014 < 1
Vanguard University Costa Mesa, CA Aug 2010 - Jun 2013 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2018
Contact Info for Kyle M. Labeaune
Phone Number: 949-833-5700
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    2,963
    MILLIONS
  • Total Number of Accounts
    863
    ACCOUNTS
  • Average Account Value
    $3,433,799
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
Types of Clients
Registered States

AZ, CA, FL, MA, TX, WA

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