Kyle Vincent, financial advisor Lone Tree CO

Kyle Vincent

CRD Number: 6722228
Current Firm: Schwab Private Client Investment Advisory, Inc.

Kyle Vincent (CRD# 6722228) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Lone Tree, CO and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Schwab Private Client Investment Advisory, Inc. Lone Tree, CO Dec 2020 - Current < 1
Charles Schwab & Company, Inc. Lone Tree, CO Mar 2018 - Current 3
Scottrade, Inc. Westminster, CO Nov 2016 - Mar 2018 1
Unemployed Yukon, OK Apr 2016 - Nov 2016 < 1
Oklahoma State University Stillwater, OK Aug 2012 - May 2016 3
Oklahoma State University Stillwater, OK Jun 2015 - Apr 2016 < 1
Ruffalocody Stillwater, OK Jun 2014 - Dec 2014 < 1
Petsmart Yukon, OK Apr 2012 - Jan 2013 < 1
Mustang High School Mustang, OK Aug 2008 - May 2012 3
Braum's Ice Cream And Burger Store Yukon, OK Mar 2011 - Mar 2012 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2018
S63 Uniform Securities State Law Examination Jan 2017
Contact Info for Kyle E. Vincent
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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, VT, WA, WI, WV, WY

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