KD
CFP
KD
CFP

Kyle Dunham

8 Years of Experience
Dallas, TX
Broker

Kyle Dunham is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Dallas, TX, with 8 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

200 Crescent Court, Suite 550, Dallas, TX, 75201

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Raymond James & Associates, INC.Broker
September 2018 - Present · 7 yrs 8 mos
Raymond James & Associates, INC.
September 2018 - Present · 7 yrs 8 mos
Previous Registrations
Charles Schwab & CO., INC.
August 2017 - April 2018 · 8 mos
Charles Schwab & CO., INC.Broker
July 2017 - April 2018 · 9 mos
State Registrations26 states
AKALARAZCACODCFLGAKSLAMAMDMIMONENJNYOKORSCTXUTVAWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.