Kyle Farrell (CRD# 6917782) is an Investment Advisor Representative working at Principle Wealth in Madison, CT and has 1 year of experience in the finance industry.
CRD# 4579297
Upper Left Wealth Management, LLC
CRD# 6155140
J.p. Morgan Securities LLC
CRD# 1754705
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Principle Wealth Partners LLC | Madison, CT | Feb 2022 - Current | 2 |
| Guilford Savings Bank | Guilford, CT | Dec 2019 - Feb 2022 | 2 |
| Unemployed | Durham, CT | May 2019 - Dec 2019 | < 1 |
| Siena College | Loudonville, NY | Aug 2015 - May 2019 | 3 |
| Student | Durham, CT | Jul 2013 - Aug 2015 | 2 |
- CT
-
Total Assets Under Management2,223MILLIONS
-
Total Number of Accounts3,356ACCOUNTS
-
Average Account Value$662,276
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CO, CT, FL, LA, MA, ME, NC, NH, NJ, NY, PA, RI, TX, VA, VT
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