Kyle Eager, financial advisor Westlake TX

Kyle Eager

CRD Number: 6244494
Current Firm: Charles Schwab & Company, Inc.

Kyle Eager (CRD# 6244494) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Westlake, TX and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Westlake, TX Aug 2020 - Current 1
Morgan Stanley Gilbert, AZ Nov 2019 - Jun 2020 < 1
Unemployed Queen Creek, AZ Sep 2019 - Nov 2019 < 1
Ubs Nashville, TN Oct 2018 - Sep 2019 < 1
Aerotek Addison, TX Aug 2018 - Sep 2018 < 1
Fidelity Investments Westlake, TX Jun 2018 - Aug 2018 < 1
Bar Taco Nashville, TN Apr 2018 - Jun 2018 < 1
Unemployed Nashville, TN Jan 2018 - Apr 2018 < 1
The Vanguard Group, Inc. Scottsdale, AZ Oct 2016 - Jan 2018 1
Unemployed Scottddale, AZ Jul 2016 - Oct 2016 < 1
Merrill Lynch Chandler, AZ Jun 2014 - Jul 2016 2
Pionear Services (merrill Edge Contractor) Chandler, AZ Mar 2014 - Jun 2014 < 1
Alliance Scottsdale, AZ Feb 2014 - Mar 2014 < 1
Unemployed Scottsdale, AZ Dec 2013 - Jan 2014 < 1
The Vanguard Group, Inc. Scottsdale, AZ Sep 2013 - Nov 2013 < 1
Middle Tennessee State University Murfreesboro, TN Aug 2009 - Aug 2013 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2013
S66 NASAA Uniform Combined State Law Examination Dec 2019
Disclosure Information

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, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Kyle B. Eager
Phone Number: 415-667-7000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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