Kyle Spiewak (CRD# 7073487) is an Investment Advisor Representative working at Del Mar Wealth Advisors in San Clemente, CA and has over 5 years of experience in the finance industry.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 2238419
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Del Mar Wealth Advisors | San Clemente, CA | Jan 2021 - Current | 3 |
| Avantax Advisory Services | Irving, TX | Oct 2019 - Current | 4 |
| Torrey Pines Advisors & Accountants LLP | Bishop, CA | Jan 2018 - Current | 6 |
| 1st Global Advisors, Inc. | Bishop, CA | Feb 2019 - Oct 2019 | < 1 |
| Aldrich Group LLP | Carlsbad, CA | Jul 2016 - Dec 2018 | 2 |
| Self Employed | San Diego, CA | Jan 2014 - Jul 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2019 |
- CA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Other
- Selection of other advisers (including private fund managers)
CA
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