Kaylyn Bugay (CRD# 7839748) is an Investment Advisor Representative working at Financial Insights in Tacoma, WA and has 1 year of experience in the finance industry.
CRD# 3220588
Byrne & Company Wealth Management, LLC
CRD# 5925615
Securities America Advisors, Inc.
CRD# 6886032
Capital Partners Wealth Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Financial Insights, Inc. | Tacoma, WA | Oct 2023 - Current | < 1 |
| Kb Financial Planning | Dupont, WA | Jul 2022 - Current | 1 |
| Workplace Options | Dupont, WA | Sep 2022 - Feb 2023 | < 1 |
| H&r Block | Lacey, WA | Oct 2020 - Apr 2022 | 1 |
| Zeiders Inc. | Camp Murray, WA | Mar 2021 - May 2021 | < 1 |
| Army & Air Force Exchange | Joint Base Lewis Mcchord, WA | Aug 2020 - Mar 2021 | < 1 |
| Unemployed | Scott Afb, IL | Apr 2020 - Aug 2020 | < 1 |
| H&r Block | Scott Afb, IL | Oct 2019 - Apr 2020 | < 1 |
| Unemployed | Scott Afb, IL | Apr 2019 - Oct 2019 | < 1 |
| H&r Block | O'fallon, IL | Oct 2018 - Apr 2019 | < 1 |
| Unemployed | Scott Afb, IL | Oct 2013 - Oct 2018 | 5 |
- TX
- WA
-
Total Assets Under Management789MILLIONS
-
Total Number of Accounts2,079ACCOUNTS
-
Average Account Value$379,555
- A percentage of assets under your management
- Hourly charges
- 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
AZ, CA, FL, ID, LA, OR, TX, WA
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