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KYLA WARD
CRD#: 7125196
IA
B
BEACON CAPITAL MANAGEMENT, INC.CRD#: 120641 RICHMOND, VA
SAMMONS FINANCIAL NETWORK, LLCCRD#: 158538 RICHMOND, VA
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Disclosures
4
Years of Experience
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State Registrations
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Virginia 11/2/2023
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Virginia 11/2/2023
SRO Registrations
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Registered with this firm since 11/2/2023
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| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 08/11/2023 - 09/25/2023 | RICHMOND, VA | |
B | 08/26/2021 - 09/25/2023 | MONTPELIER, VT | |
B | 11/19/2020 - 08/26/2021 | SAN DIEGO, CA |
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Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.