Kyle O Dover
CFP®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
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
DUCHARME WEALTH ADVISORS, LLC
LPL FINANCIAL LLC
CITIZENS SECURITIES, INC.
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
DUCHARME WEALTH ADVISORS, LLC
LPL FINANCIAL LLC
CITIZENS SECURITIES, INC.
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
DUCHARME WEALTH ADVISORS, LLC
LPL FINANCIAL LLC
CITIZENS SECURITIES, INC.
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
DUCHARME WEALTH ADVISORS, LLC
LPL FINANCIAL LLC
CITIZENS SECURITIES, INC.
Credentials
Years of Experience
6 years in the financial services industry
Current & Past Employments
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
DUCHARME WEALTH ADVISORS, LLC
LPL FINANCIAL LLC
CITIZENS SECURITIES, INC.
Current Firm
2260 WEST | 2260 WEST, LLC
Contact Information
Main Address
2796 Nw Clearwater Dr, Bend, OR 97703Phone Number
(541) 707-2260# of Employees
6Documents
Regulatory Assets Under Management
Total Number of Accounts
176AUM (Assets Under Management)
$76,186,243Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
DUCHARME WEALTH ADVISORS, LLC
LPL FINANCIAL LLC
CITIZENS SECURITIES, INC.
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.
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
DUCHARME WEALTH ADVISORS, LLC
LPL FINANCIAL LLC
CITIZENS SECURITIES, INC.
State Registrations and Notice Filings
(10/7/2020)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
DUCHARME WEALTH ADVISORS, LLC
LPL FINANCIAL LLC
CITIZENS SECURITIES, INC.
CRS (Client Relationship Summary) - RIA
Click below to view Kyle O Dover's CRS (Customer Relationship Summary).
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
DUCHARME WEALTH ADVISORS, LLC
LPL FINANCIAL LLC
CITIZENS SECURITIES, INC.
