Herbert D. Kyles
Professional summary
Herbert Dwayne Kyles, CFP®, who also goes by Herbert D Kyles, is a registered financial advisor currently at FARTHER located in Englewood, Colorado.
Herbert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Herbert has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Herbert Dwayne Kyles's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 4, 2024 - Present
FARTHER
January 5, 2021 - June 5, 2024
CHARLES SCHWAB & CO., INC.
January 5, 2021 - June 5, 2024
CHARLES SCHWAB & CO., INC.
October 2, 2018 - November 27, 2020
SANTANDER SECURITIES LLC
September 27, 2018 - November 27, 2020
SANTANDER SECURITIES LLC
March 19, 2018 - October 10, 2018
FINIVI INC.
March 14, 2018 - September 13, 2018
TRIAD ADVISORS LLC
May 13, 2016 - March 14, 2018
SIGNATOR INVESTORS, INC.
September 2, 2014 - March 14, 2018
SIGNATOR INVESTORS, INC.
Primary Firm SEC Registration
FARTHER
CRD#: 302050 / SEC#: 801-116721
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/1/2024)
(3/5/2025)
Exams
Current Firm
FARTHER
CRD#: 302050 / SEC#: 801-116721
Contact information
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 24,245 |
| AUM (Assets Under Management) | $ 7,523,810,877 |
Red Flags
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