Kyle Gabhart, AAMS®
CRD Number: 6419406Current Firm: Osaic Advisory Services, LLC
Compensation Model: Fee Only
Kyle Gabhart (CRD# 6419406) is a Financial Advisor working at Edward Jones in Keller, TX.
CRD# 6506817
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5147159
Raymond James & Associates, Inc.
CRD# 5016374
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Triad Advisors | Norcross, GA | May 2022 - Current | 2 |
| Triad Hybrid Solutions | Norcross, GA | May 2022 - Current | 2 |
| B.riley Wealth Management, Inc. | Memphis, TN | Oct 2020 - May 2022 | 1 |
| Edward Jones | St Louis, MO | Dec 2014 - Oct 2020 | 5 |
| Momentum Si | Austin, TX | Nov 2013 - Nov 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2015 |
- AZ
- AR
- CO
- DE
- FL
- MN
- NC
- OK
- PA
- TX
- WA
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Total Assets Under Management4,939MILLIONS
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Total Number of Accounts20,269ACCOUNTS
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Average Account Value$243,658
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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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