Kyle Mather (CRD# 7609221) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Friendswood, TX and has 1 year of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Covington, KY | Jul 2022 - Current | 1 |
| Lionheart Advisors | Dayton, OH | Jan 2022 - Jul 2022 | < 1 |
| Nelson Hoke Mechanical | Beavercreek, OH | Jun 2021 - Jan 2022 | < 1 |
| Pepsico | Fairborn, OH | Apr 2021 - Jun 2021 | < 1 |
| Defense Logistics Agency | Columbus, OH | Dec 2019 - Apr 2021 | 1 |
| Department Of Public Safety | Huber Heights, OH | Jul 2019 - Dec 2019 | < 1 |
| Sinclair Community College | Dayton, OH | Jan 2018 - Dec 2019 | 1 |
| Dayton Correctional Institution | Dayton, OH | Feb 2018 - Jul 2019 | 1 |
| London Correctional Institution | London, OH | Jun 2016 - Feb 2018 | 1 |
| Us Army Reserves | Fort Thomas, KY | Oct 2010 - Aug 2016 | 5 |
| Assurant | Springfield, OH | Jan 2016 - Jun 2016 | < 1 |
| Us Protection Services | Dayton, OH | Oct 2014 - Jan 2016 | 1 |
| Cvs | New Carlisle, OH | Oct 2014 - Jan 2016 | 1 |
| Service Tech Corporation | Vandalia, OH | Jul 2014 - Oct 2014 | < 1 |
| Clark State Community College | Springfield, OH | Jan 2014 - Jul 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2022 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2023 |
- TX
-
Total Assets Under Management818,776MILLIONS
-
Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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