Kevin Hoyle (CRD# 1105896) is an Investment Advisor Representative working at Hoylecohen, LLC in San Diego, CA and has over 40 years of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hoylecohen, LLC | San Diego, CA | Apr 2006 - Current | 18 |
| Mid Atlantic Capital Corporation | Pittsburgh, PA | May 2004 - Current | 19 |
| Mid Atlantic Financial Management, Inc. | Pittsburgh, PA | May 2004 - Current | 19 |
| Global Life Capital, Inc. | San Diego, CA | Jun 1999 - Current | 24 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1983 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1992 |
- CA
- TX
-
Total Assets Under Management3,430MILLIONS
-
Total Number of Accounts5,427ACCOUNTS
-
Average Account Value$632,057
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- 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)
- Educational seminars/workshops
- Other
AZ, CA, CO, FL, GA, ID, IL, LA, MA, MT, NC, NH, NJ, NV, NY, OR, PA, TN, TX, UT, VA, WA
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