Kyle Eaton
CRD Number: 5009276Current Firm: Hedgefield Wealth Management
Compensation Model: Fee Only
Kyle Eaton (CRD# 5009276) is an Investment Advisor Representative working at Hedgefield Wealth Management in Denton, TX and has over 14 years of experience in the finance industry. Kyle Eaton 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 putclients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
CRD# 1255317
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hedgefield Wealth Management | Denton, TX | Mar 2021 - Current | 3 |
| Hedgefield Wealth Management | Denton, TX | Mar 2018 - Current | 6 |
| Rench Wealth Management, Inc. (159983) | Denton, TX | Mar 2012 - Mar 2018 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2008 |
- TX
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Total Assets Under Management43MILLIONS
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Total Number of Accounts115ACCOUNTS
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Average Account Value$373,687
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
TX
Investment advisory services offered through Hedgefield Wealth Management, a registered investment adviser.
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