Kyle
Labeaune
Burnham Gibson Wealth Advisors, LLC
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About this Advisor
Kyle Labeaune is a financial advisor based in Irvine, California with a total of 2 years of industry experience. Labeaune is currently employed by Burnham Gibson Wealth Advisors, LLC. Over the course of their career, Labeaune has held roles at Burnham Gibson Wealth Advisors, Inc, Axa Advisors, LLC, Vanguard University, Boston Scientific, Bank Of America, Burnham Gibson Wealth Advisors, Equitable Advisors, LLC and Burnham Gibson Wealth Advisors, LLC. Labeaune has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to serve investors in California. Burnham Gibson Wealth Advisors, LLC is a registered investment business headquartered in Irvine, CA. It manages $3 billion in total assets among its 1,119 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. Of its 1,119 client accounts, 21% belong to high-net-worth investors who have greater than $1 million in assets. The advisory firm offers a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors usually are based on the type of financial services. However, fee types charged by Burnham Gibson Wealth Advisors, LLC most likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Burnham Gibson Wealth Advisors, LLC Brokerage Details
$3,142,749,973
20
1,119
$2,808,534
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Kyle Labeaune Work History
Kyle has been registered as a financial advisor for 2 years.*
Burnham Gibson Wealth Advisors, LLC
Equitable Advisors, LLC
Axa Advisors, LLC
Burnham Gibson Wealth Advisors
Burnham Gibson Wealth Advisors, Inc
Vanguard University
Boston Scientific
Bank Of America
Vanguard University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kyle Labeaune to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Burnham Gibson Wealth Advisors, LLC
Irvine, CA
Irvine, CA
Irvine, CA
Irvine, CA
Irvine, CA
Irvine, CA
Irvine, CA
Irvine, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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