Kyle NewboldCRD Number: 6293283
Current Firm: Edward Jones
Kyle Newbold (CRD# 6293283) is an Investment Advisor Representative working at Edward Jones in Republic, MO and has over 4 years of experience in the finance industry.
Ameriprise Financial Services, LLC
Pension Consultants Inc.
|Edward Jones||St Louis, MO||Oct 2016 - Current||5|
|Farmers Financial Solutions||Springfield, MO||Feb 2014 - Oct 2016||2|
|Farmers Insurance Group||Springfield, MO||Apr 2013 - Oct 2016||3|
|Parker Insurance||Aurora, MO||Nov 2011 - Apr 2013||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2017|
Total Assets Under Management519,780MILLIONS
Total Number of Accounts3,701,715ACCOUNTS
Average Account Value$140,416
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- 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, 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, VI, VT, WA, WI, WV, WY
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