KD
Kevin Doyle
PHOENIX IB
CHADDS FORD, PA 19317
CRD#: 8212322
Some features on this profile are disabled
KD
Kevin DoylePHOENIX IB
Professional summary
Kevin Doyle is a registered financial professional currently at PHOENIX IB located in Chadds Ford, Pennsylvania.
Kevin is registered as a RR (Registered Representative) and started their career in finance in 2026. Kevin has worked at 1 firm and has passed the Series 79TO and SIE exams.
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - BD
Click below to view Kevin Doyle'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
May 11, 2026 - Present
PHOENIX IB
Office #1: 110 Commons Court, Chadds Ford, PA 19317BD
CRD#: 132710
CHADDS FORD, PA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
This advisor is not registered in any state.
Exams
General Industry/Product Exam
RR
Series 79TO
Date: 5/11/2026
Investment Banking Registered Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
PI
PHOENIX IB
OCEAN TOMO INVESTMENTS | PM SECURITIES, LLC DBA PHOENIX CAPITAL RESOURCES | PM SECURITIES, LLC | PHOENIX IB | PHOENIX CAPITAL RESOURCES
CRD#: 132710 / SEC#: , 8-66628
BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
Loading...
Contact information
Main Address
110 Commons Court, Chadds Ford, PA 19317
Mailing Address
110 Commons Court, Chadds Ford, PA 19317
Phone number
(610) 358-4700
Established
Delaware since 07/07/2004
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
FINRA licenses (5 States and Territories)
Documents
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.
