Kyle WilliamsonCRD Number: 1940843
Current Firm: Eagle Strategies LLC
Kyle Williamson (CRD# 1940843) is an Investment Advisor Representative working at Eagle Strategies LLC in Maitland, FL and has over 28 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|Eagle Strategies LLC||Maitland, FL||Dec 2012 - Current||5|
|Nylife Securities||Milwaukee, WI||Mar 2002 - Current||15|
|New York Life Ins. Company||Boulder, CO||Feb 1989 - Current||29|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1989|
|S66||NASAA Uniform Combined State Law Examination||Nov 2012|
Total Assets Under Management5,154MILLIONS
Total Number of Accounts29,837ACCOUNTS
Average Account Value$172,747
- A percentage of assets under your management
- Hourly charges
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV