Donald Kyle Wilson
Professional Summary
Donald Kyle Wilson is a registered financial advisor currently at BROADOAK PARTNERS, LLC located in Brisbane, California. Donald is registered as a RR (Registered Representative) and started their career in finance in 1998. Donald has worked at 5 firms and has passed the Series 63, Series 79TO, Series 42, SIE, Series 7, Series 14 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
28 years in the financial services industry
Current & Past Employments
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Current Firm
BROADOAK PARTNERS, LLC | BROADOAK SECURITIES, LLC
Contact Information
Main Address
8000 Marina Blvd. Suite 110, Brisbane, CA 94005Mailing Address
8000 Marina Blvd. Suite 110, Brisbane, CA 94005Phone Number
(415) 697-1215Established
Delaware since 01/31/2007Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (2 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(3/11/2011)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Jan 2023About the Series 79TO examSeries 42 — Registered Options Representative Examination
Passed Jan 2023SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Donald Kyle Wilson's CRS (Customer Relationship Summary).
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