Kyle Robarge (CRD# 6608423) is an Investment Advisor Representative working at Transce3nd LLC in Kyle, TX and has over 7 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Madison Avenue Securities | San Diego, CA | Jul 2022 - Current | 1 |
Transce3nd, LLC | Kyle, TX | Jun 2022 - Current | 1 |
E3 Wealth | Kyle, TX | Jul 2017 - Current | 6 |
Kalos Capital | Alpharetta, GA | Jul 2017 - Jul 2022 | 5 |
Kalos Management | Alpharetta, GA | Jul 2017 - Jul 2022 | 5 |
National Planning Corporation | Kyle, TX | Jan 2016 - Jul 2017 | 1 |
Romman, Inc. | Austin, TX | Nov 2006 - Feb 2016 | 9 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Apr 2016 |
- TX
-
Total Assets Under Management184MILLIONS
-
Total Number of Accounts1,151ACCOUNTS
-
Average Account Value$160,156
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, GA, MO, ND, NV, TN, TX
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