Kyle DofelmierCRD Number: 5436443
Current Firm: Charles Schwab & Company, Inc.
Kyle Dofelmier (CRD# 5436443) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Tacoma, WA and has over 10 years of experience in the finance industry.
Byrne & Company Wealth Management, LLC
Northern Lights Advisors, Inc.
Northwest Capital Management Inc.
|Charles Schwab Bank||Tacoma, WA||Jul 2009 - Current||8|
|Charles Schwab & Company, Inc.||Tacoma, WA||Jul 2009 - Current||8|
|Merrill Lynch||Federal Way, WA||Oct 2007 - Jul 2009||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2008|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
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