Kyla Ward is a registered investment advisor, based in Richmond, VA, with 5 years of industry experience.
Location
Richmond, VA
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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.
Learn about disclosures →Employment History
Current Registrations
Beacon Capital Management, INC.
November 2023 - Present · 2 yrs 5 mos
Sammons Financial Network, LLC
November 2023 - Present · 2 yrs 5 mos
Sammons Financial Network, LLCBroker
November 2023 - Present · 2 yrs 5 mos
Previous Registrations
Esi Financial Advisors
August 2023 - September 2023 · 1 mo
Equity Services, INC.Broker
August 2021 - September 2023 · 2 yrs 1 mo
LPL Financial LLCBroker
November 2020 - August 2021 · 9 mos
State Registrations1 state
VA
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.