Kyle Beals, financial advisor Raleigh NC

Kyle Beals

CRD Number: 4258724
Current Firm: Usa Financial Securities Corporation

Kyle Beals (CRD# 4258724) is an Investment Advisor Representative working at Usa Financial Securities Corporation in Raleigh, NC and has over 23 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Generations Wealth Advisors LLC Raleigh, NC Jan 2024 - Current < 1
Usa Financial Securities Ada, MI Jan 2020 - Current 4
Golden Years Advisors Raleigh, NC Nov 2019 - Jan 2024 4
Commonwealth Financial Network Waltham, MA Feb 2019 - Oct 2019 < 1
Sb Financial Group, LLC Morrisville, NC Feb 2019 - Oct 2019 < 1
Cambridge Investment Research Advisors, Inc. Fairfield, IA Jun 2014 - Feb 2019 4
Cambridge Investment Research, Inc. Fairfield, IA Jan 2014 - Feb 2019 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2000
Contact Info for Kyle S. Beals
Phone Number: 888-407-8198
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    224
    MILLIONS
  • Total Number of Accounts
    1,433
    ACCOUNTS
  • Average Account Value
    $155,999
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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, VI, VT, WA, WI, WV

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