Robert W. Kyle
Professional summary
Robert Wallace Kyle is a registered financial advisor currently at PERENNIAL FINANCIAL SERVICES located in Los Alamitos, California.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Robert has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Robert Wallace Kyle's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 31, 2023 - Present
PERENNIAL FINANCIAL SERVICES
Office #1: 10552 Humbolt St., Los Alamitos, CA 90720January 10, 2001 - February 2, 2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
May 10, 2000 - February 2, 2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Primary Firm SEC Registration
PERENNIAL FINANCIAL SERVICES
CRD#: 286477 / SEC#: 801-110619
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/31/2023)
Exams
Current Firm
PERENNIAL FINANCIAL SERVICES
CRD#: 286477 / SEC#: 801-110619
Contact information
SEC notice filing (32 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,833 |
| AUM (Assets Under Management) | $ 1,898,116,372 |
Red Flags
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