Kyle George (CRD# 7491588) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Novi, MI and has 1 year of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Novi, MI | Jan 2022 - Current | 1 |
| Unemployed - Full Time Student | West Bloomfield, MI | Sep 2021 - Jan 2022 | < 1 |
| Fidelity Investments | Novi, MI | Jun 2021 - Aug 2021 | < 1 |
| Unemployed - Full-time Education / Covid | West Bloomfield, MI | Sep 2019 - Jun 2021 | 1 |
| Red Coat Tavern | West Bloomfield, MI | May 2019 - Sep 2019 | < 1 |
| Unemployed - Full Time Education | West Bloomfield, MI | Sep 2018 - May 2019 | < 1 |
| Ginopolis Restaurant | Farmington Hills, MI | Jan 2017 - Aug 2018 | 1 |
| Inline Hockey Center | West Bloomfield, MI | Jan 2018 - Mar 2018 | < 1 |
| Unemployed - In Grade School | West Bloomfield, MI | Jan 2012 - Jan 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2022 |
- MI
- TX
-
Total Assets Under Management652,548MILLIONS
-
Total Number of Accounts1,712,247ACCOUNTS
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Average Account Value$381,106
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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