Kyle Bain (CRD# 6297369) is an Investment Advisor Representative working at Pillar Wealth Advisors, LLC in West Chester, PA and has over 10 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 6180296
Oppenheimer & Company Inc.
CRD# 6436358
Planning Capital Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pillar Wealth Advisors, LLC | Wilmington, DE | Sep 2015 - Current | 8 |
| Hornor, Townsend & Kent, Inc. | Horsham, PA | Feb 2014 - Current | 10 |
| Penn Mutual Life Insurance Company | Horsham, PA | Jan 2014 - Aug 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2014 |
- DE
- PA
-
Total Assets Under Management296MILLIONS
-
Total Number of Accounts790ACCOUNTS
-
Average Account Value$374,981
- 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)
CA, DE, FL, MD, NC, NJ, PA
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