Kyle Williamson, financial advisor Maitland FL
93 score

Kyle Williamson

CRD 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 27 years of experience in the finance industry.

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Company Name Location Dates Years
Eagle Strategies LLC Maitland, FL Dec 2012 - Current 4
Nylife Securities Milwaukee, WI Mar 2002 - Current 14
New York Life Ins. Company Boulder, CO Feb 1989 - Current 27
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1989
S66 NASAA Uniform Combined State Law Examination Nov 2012
Contact Info for Kyle T. Williamson
Phone Number: (888) 695-3245
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    5,154
    MILLIONS
  • Total Number of Accounts
    29,837
    ACCOUNTS
  • Average Account Value
    $172,747
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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