Kyle Pledger is a CFP-designated registered investment advisor, based in Baytown, TX, with 8 years of industry experience.
Location
2707 W Baker Rd, Baytown, TX, 77521
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kyle works as a financial analyst for Integrated Tax and Wealth Strategies and as an associate financial planner for BCOR Administrative Services, LLC, dedicating full-time hours to each. He also provides support for the main advisor at Davis & Associates CPA Firm, spending minimal time on this activity.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Avantax Planning Partners, INC.
Previous Registrations
Avantax Investment Services, INC.Broker
State Registrations1 state
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