Kyle O'connorCRD Number: 6259383
Current Firm: Kutscher Benner Barsness & Stevens, Inc.
Kyle O'connor (CRD# 6259383) is an Investment Advisor Representative working at Kutscher Benner Barsness & Stevens, Inc. in Seattle, WA and has over 4 years of experience in the finance industry.
Brighton Jones LLC
|Kutscher Rhodes & Benner||Seattle, WA||May 2015 - Current||3|
|Lpl Financial LLC||Bellevue, WA||Jan 2014 - May 2015||1|
|Shc Financial||Bellevue, WA||Sep 2013 - May 2015||1|
|Sacramento Stingrays||Sacramento, CA||May 2013 - Aug 2013||< 1|
|Gonzaga University||Spokane, WA||Aug 2009 - May 2013||3|
|Signia Capital Management||Spokane, WA||Sep 2012 - Apr 2013||< 1|
|Greenhaven Cabana Club North||Sacramento, CA||May 2012 - Sep 2012||< 1|
|Sacramento Stingrays||Sacramento, CA||Apr 2008 - Jul 2012||4|
|Greenhaven Cabana Club North||Sacramento, CA||May 2010 - Sep 2011||1|
|Jesuit High School||Carmichael, CA||Aug 2005 - May 2009||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2014|
Total Assets Under Management287MILLIONS
Total Number of Accounts222ACCOUNTS
Average Account Value$1,291,874
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
CA, NH, OR, WA
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