Kyle Martin (CRD# 3196021) is an Investment Advisor Representative working at Kapela in San Antonio, TX and has over 15 years of experience in the finance industry. Kyle Martin 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 put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 3266677
Boynton Financial LLC
CRD# 2511275
S.b. Value Partners, LP
CRD# 5324995
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Oasis Wealth Advisors, LLC | San Antonio, TX | Jun 2020 - Current | 4 |
| Mutual Advisors, LLC | Casper, WY | May 2019 - Jul 2020 | 1 |
| Horace Mann Companies | Springfield, IL | Aug 2016 - Sep 2019 | 3 |
| Horace Mann Investors, Inc. | Springfield, IL | Jun 2016 - Jun 2019 | 3 |
| Wfg Investments, Inc. | San Antonio, TX | Apr 2016 - Jun 2016 | < 1 |
| Wfg Advisors, LP | San Antonio, TX | Apr 2016 - Jun 2016 | < 1 |
| Harris Martin Financial, LLC | San Antonio, TX | Feb 2010 - Mar 2016 | 6 |
| Raymond James Financial Services, Inc. | San Antonio, TX | Sep 2008 - Mar 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2008 |
- TX
-
Total Assets Under Management33MILLIONS
-
Total Number of Accounts169ACCOUNTS
-
Average Account Value$194,436
- 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
- Pension consulting services
TX
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