KL
Kyle J. Labarre
HILL AND LABARRE WEALTH MANAGEMENT
Plano, TX 75074
Some features on this profile are disabled
CRD#: 7361246
KL
Professional summary
Kyle Jeremy Labarre is a registered financial advisor currently at HILL AND LABARRE WEALTH MANAGEMENT located in Plano, Texas.
Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Kyle has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
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.
Villa Texas Insurance Services, Garland Texas, Not Investment Related, Partner, Insurance Agency, 02/2014 to Present. Mr. LaBarre spends less than 10% of his time on this activity.
CRS (Client Relationship Summary) - RIA
Click below to view Kyle Jeremy Labarre'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®
NoneExperience
Current
April 28, 2021 - Present
HILL AND LABARRE WEALTH MANAGEMENT
Office #1: 1120 E Parker Rd Suite 101, Plano, TX 75074RIA
CRD#: 314359
Plano, TX
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
Colorado(10/21/2021)
IAR
New Jersey(4/28/2021)
IAR
Pennsylvania(6/4/2021)
IAR
Texas(5/17/2021)
Current Firm
HA
HILL AND LABARRE WEALTH MANAGEMENT
HILL AND LABARRE WEALTH MANAGEMENT | PREMIER INVESTMENT SERVICES LLC | PREMIER INVESTMENT SERVICES
CRD#: 314359 / SEC#:
Colorado
Registered Investment Advisory firm - (10/21/2021 Approved)New Jersey
Registered Investment Advisory firm - (4/28/2021 Approved)Pennsylvania
Registered Investment Advisory firm - (6/4/2021 Approved)Texas
Registered Investment Advisory firm - (5/10/2021 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
Williamstown, NJ
Mailing Address
Phone number
(856) 776-0074
Established
Firm type
Fiscal year end
# of Employees
3
0
Red Flags
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.
