Kyle R. Goulard
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Kyle R Goulard, who also goes by Kyle Robert Goulard, was a registered financial professional .
Kyle is a previously registered financial professional and started their career in finance in 2014. Kyle had worked at 4 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
February 2, 2022 - March 18, 2022
PERSONAL CAPITAL ADVISORS CORPORATION
July 22, 2020 - June 29, 2021
CWM, LLC
June 27, 2019 - July 15, 2020
GOULARD FINANCIAL PLANNING, LLC
December 19, 2014 - November 19, 2018
DESCHUTES INVESTMENT CONSULTING, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Current Firm
PERSONAL CAPITAL ADVISORS CORPORATION
CRD#: 155172 / SEC#: 801-72613
Contact information
Documents
Regulatory assets under management
| Total Number of Accounts | 104,861 |
| AUM (Assets Under Management) | $ 23,087,723,467 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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