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Kyla Westover

7 Years of Experience
Stowe, VT
BrokerSells Insurance

Kyla Westover is a registered investment advisor, based in Stowe, VT, with 7 years of industry experience.

Location

996 S Main Street, Stowe, VT, 05672

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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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Other Business ActivitiesSells Insurance

Kyla is an administrative representative of a RIA, a member of a real estate LLC, a 1099 employee for Hoogenboom Wealth Management, and an independent insurance agent for various companies. She spends about half her time as an administrative rep, nearly full-time at Hoogenboom Wealth Management, minimal time at the real estate LLC, and a few hours per week as an insurance agent.

Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
November 2023 - Present · 2 yrs 6 mos
Cambridge Investment Research Advisors, INC.
November 2023 - Present · 2 yrs 6 mos
Previous Registrations
MML Investors Services, LLC
February 2019 - October 2023 · 4 yrs 8 mos
MML Investors Services, LLCBroker
October 2018 - October 2023 · 5 yrs
State Registrations1 state
VT
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.
Kyla Westover - Financial Advisor | TrueAdvisor