Kyle Dennehy (CRD# 6678088) is an Investment Advisor Representative working at California Financial Advisors in San Ramon, CA and has 1 year of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
Company Name | Location | Dates | Years |
---|---|---|---|
California Financial Advisors | San Ramon, CA | Jul 2022 - Current | 1 |
Kpmg | San Francisco, CA | Sep 2019 - Jun 2022 | 2 |
Unemployed | Danville, CA | Jun 2019 - Sep 2019 | < 1 |
University Of California, Santa Barbara | Santa Barbara, CA | Sep 2018 - Jun 2019 | < 1 |
University Of California, Santa Barbara | Santa Barbara, CA | Sep 2015 - Jun 2019 | 3 |
Kpmg | San Francisoc, CA | Jun 2018 - Aug 2018 | < 1 |
California Financial Advisors | San Ramon, CA | Sep 2017 - Sep 2017 | < 1 |
Mustang Soccer League | Danville, CA | Jun 2017 - Sep 2017 | < 1 |
Mustang Soccer League | Danville, CA | Jun 2016 - Sep 2016 | < 1 |
California Financial Advisor | San Ramon, CA | Jun 2016 - Sep 2016 | < 1 |
Ikes Love & Sandwiches | Danville, CA | Jun 2015 - Jul 2015 | < 1 |
San Ramon Valley High School | Danville, CA | May 2012 - Jun 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jun 2022 |
- CA
-
Total Assets Under Management1,739MILLIONS
-
Total Number of Accounts1,490ACCOUNTS
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Average Account Value$1,167,363
- 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
- Other
AZ, CA, CO, FL, GA, HI, ID, NC, NJ, NV, NY, OK, OR, PA, TX, UT, VA, WA
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