Kyle DavisCRD Number: 6288419
Current Firm: Regal Investment Advisors LLC
Kyle Davis (CRD# 6288419) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Orlando, FL and has over 4 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|Regal Investment Advisors||Kentwood, MI||Jan 2015 - Current||3|
|Integrity American Group||Orlando, FL||Mar 2011 - Current||7|
|Bright Owl Investment Advisors||Kentwood, MI||Mar 2014 - Dec 2014||< 1|
|The Walt Disney Company||Orlando, FL||Dec 2007 - Mar 2011||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Mar 2014|
Total Assets Under Management1,109MILLIONS
Total Number of Accounts8,189ACCOUNTS
Average Account Value$135,392
- 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
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NJ, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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