Kyle R. Martin
Professional summary
Kyle Rodney Martin, CFP® is a registered financial advisor currently at KAPELA located in San Antonio, Texas.
Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Kyle has worked at 8 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 Kyle Rodney Martin's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2011
Experience
July 28, 2020 - Present
KAPELA
Office #1: 4040 Broadway Suite 240, San Antonio, TX 78209May 31, 2019 - September 2, 2020
MUTUAL ADVISORS, LLC
August 4, 2016 - April 9, 2019
HORACE MANN INVESTORS, INC.
July 20, 2016 - April 9, 2019
HORACE MANN INVESTORS, INC.
April 22, 2016 - July 12, 2016
WFG ADVISORS, LP
April 22, 2016 - July 12, 2016
WFG INVESTMENTS, INC.
January 21, 2010 - May 2, 2016
S HARRIS FINANCIAL GROUP, LLC
March 18, 2009 - February 24, 2010
PADGETT FINANCIAL SERVICES, LLC
October 1, 2008 - March 30, 2016
RAYMOND JAMES FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/28/2020)
Exams
Current Firm
KAPELA
CRD#: 309601 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 289 |
| AUM (Assets Under Management) | $ 48,555,378 |
Red Flags
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