Kyle Schulz (CRD# 7330647) is an Investment Advisor Representative working at Private Management Group Inc. in Irvine, CA and has over 3 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Private Management Group, Inc. | Irvine, CA | Dec 2020 - Current | 3 |
| Viavi Solutions | San Jose, CA | Aug 2016 - Dec 2020 | 4 |
| Santa Clara University | Santa Clara, CA | Sep 2012 - Jun 2016 | 3 |
| Betasales | Pleasanton, CA | Aug 2015 - Sep 2015 | < 1 |
| Logitech | Newark, CA | Jun 2015 - Sep 2015 | < 1 |
| Santa Clara University | Santa Clara, CA | Sep 2014 - Sep 2015 | 1 |
| Neophotonics Corp. | San Jose, CA | May 2014 - May 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2021 |
- CA
-
Total Assets Under Management4,167MILLIONS
-
Total Number of Accounts6,440ACCOUNTS
-
Average Account Value$647,097
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, CT, FL, GA, HI, IA, ID, IL, MA, MI, MN, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA
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