Kyle Pledger

1) INTEGRATED TAX AND WEALTH STRATEGIES POSITION: Financial Analyst NATURE: This is a marketing name for financial services. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 02/14/2023 ADDRESS: 2707 W Baker Rd, Baytown TX 775212221, United States DESCRIPTION: Financial Analyst. Trading, portfolio management and financial planning. 2) BCOR ADMINISTRATIVE SERVICES, LLC POSITION: Associate Financial Planner NATURE: Financial Planning 60 % Financial plan creation including inputting base facts and assumptions and building advanced plan scenarios. Responsible for assigned household relationships and delivering client service expectations. Effectively communicate financial concepts to clients and make suitable recommendations.Reporting and Analysis 20 % Performs various research tasks pertaining to client or advisor requests. Internal management of planning software to link new accounts, update insurance policies, and make other administrative changes. Updates CRM (Client Relationship Management) database with client meeting notes and activity.Relationship Management 20 % Provide clients with excellent experience and facilitate client retention by building strong relationships. Meet with clients and CPAs as needed to present proposed solutions, gather information, complete paperwork, and provide timely and accurate follow-up. Assist or conduct client meetings with lead FPC. Performs other duties as assigned by manager. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2024 ADDRESS: 2707 W Baker Rd, Baytown TX 775212221, United States DESCRIPTION: Financial Planning 60 % Financial plan creation including inputting base facts and assumptions and building advanced plan scenarios. Responsible for assigned household relationships and delivering client service expectations. Effectively communicate financial concepts to clients and make suitable recommendations.Reporting and Analysis 20 % Performs various research tasks pertaining to client or advisor requests. Internal management of planning software to link new accounts, update insurance policies, and make other administrative changes. Updates CRM (Client Relationship Management) database with client meeting notes and activity.Relationship Management 20 % Provide clients with excellent experience and facilitate client retention by building strong relationships. Meet with clients and CPAs as needed to present proposed solutions, gather information, complete paperwork, and provide timely and accurate follow-up. Assist or conduct client meetings with lead FPC. Performs other duties as assigned by manager. 3)Davis & Associates CPA Firm; Other; Other; NIR; 60; 01/01/2016; 717 Cedar Bayou Road Baytown TX 77520; Provides support for the main advisor, helps with Vest/Vision plan and research