Kyle Ashcraft (CRD# 7416144) is an Investment Advisor Representative working at Edward Jones in Carson City, NV and has over 2 years of experience in the finance industry.
CRD# 4113189
Gw Financial
CRD# 1493362
Rbc Capital Markets, LLC
CRD# 3245368
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St. Louis, MO | Nov 2022 - Current | 1 |
| Wells Fargo Clearing Services, LLC | Reno, NV | Jul 2021 - Nov 2022 | 1 |
| Wells Fargo Bank, Na | Reno, NV | Jul 2021 - Nov 2022 | 1 |
| Unemployed | San Mateo, CA | Jan 2020 - Jul 2021 | 1 |
| Chg Healthcare | Midvale, UT | Dec 2018 - Jan 2020 | 1 |
| Mountain America Credit Union | Sandy, UT | Jun 2015 - Oct 2018 | 3 |
| Wells Fargo Bank, Na | Carson City, NV | Jan 2011 - Jun 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2021 |
- NV
- TX
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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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