Kyle Bateman (CRD# 6473696) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Walpole, MA and has over 8 years of experience in the finance industry. Kyle Bateman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 7339646
Origin Investment Advisory LLC
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Financial Specialists LLC | Schaumburg, IL | Dec 2022 - Current | 1 |
| Patriot Financial Group | Shrewsbury, MA | Jun 2019 - Current | 4 |
| Waypoint Wealth Management | Shrewsbury, MA | Jun 2019 - Current | 4 |
| Securities America Inc. | Westborough, MA | Jul 2018 - Dec 2022 | 4 |
| The Patriot Financial Group, LLC | Shrewsbury, MA | Feb 2016 - May 2019 | 3 |
| Provo Financial Services | Shrewsbury, MA | May 2015 - May 2019 | 4 |
| Lpl Financial, LLC | Shrewsbury, MA | Dec 2015 - Jul 2018 | 2 |
| Unemployed | Dudley, MA | May 2014 - Apr 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2016 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MA
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Total Assets Under Management2,119MILLIONS
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Total Number of Accounts6,607ACCOUNTS
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Average Account Value$320,780
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