Kyle O. Dover
2260 WEST
Bend, OR 97703
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CRD#: 7287155
Kyle O Dover2260 WEST
Professional summary
Kyle O Dover, CFP® is a registered financial advisor currently at 2260 WEST located in Bend, Oregon.
Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Kyle has worked at 1 firm .
At a Glance
Always Fiduciary
Aliases
None
Other business activities
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.
Name of other business: Patrick Casey & Co. LLP Whether the business is investment related: No Address: 2796 NW Clearwater Drive, Bend, OR 97703 Number of hours devoted to business: full-time Description of duties: CPA focused on tax compliance and preparation
CRS (Client Relationship Summary) - RIA
Click below to view Kyle O Dover's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2014
Experience
Current
October 7, 2020 - Present
2260 WEST
Office #1: 2796 Nw Clearwater Drive, Bend, OR 97703RIA
CRD#: 310460
Bend, OR
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Oregon(10/7/2020)
Exams
Current Firm
2W
2260 WEST
2260 WEST | 2260 WEST, LLC
CRD#: 310460 / SEC#:
Oregon
Registered Investment Advisory firm - (10/7/2020 Approved)Washington
Registered Investment Advisory firm - (1/2/2025 Approved)Loading...
Contact information
Main Address
2796 Nw Clearwater Dr, Bend, OR 97703
Mailing Address
Phone number
(541) 707-2260
Established
Firm type
Fiscal year end
# of Employees
6
Regulatory assets under management
| Total Number of Accounts | 176 |
| AUM (Assets Under Management) | $ 76,186,243 |
Red Flags
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Company Information
2260 WEST
CRD#: 310460Bend, OR 97703TRUST BUT VERIFY
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