Kyle
Vandermey
Pensionmark Financial Group, LLC
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About this Advisor
Kyle Vandermey is a financial advisor operating out of Santa Barbara, California who has 3 years of relevant experience. Vandermey currently works for Pensionmark Financial Group, LLC. During their career, the advisor has held roles at Pensionmark Financial Group, Cetera Advisor, Ucsb Davidson Library and Pensionmark Securities, LLC. Vandermey holds a Series 65 license, designating them as an investment advisor representative, and is able to serve investors in California. Pensionmark Financial Group, LLC is a firm based in Santa Barbara, CA. It has offices in 59 locations and a total of 244 advisors. It handles $27 billion in total assets between its 7,380 accounts, making it one of the biggest firms in the country by assets under management. The firm provides financial advisory services to 142 charities and foundations. Of its 7,380 accounts, just 4% are held by high-net-worth clients who have greater than $1 million in assets. Pensionmark Financial Group, LLC performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers and educational seminars. Financial management fee schedules typically vary depending on which service is offered. However, fee types charged by Pensionmark Financial Group, LLC can consist of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pensionmark Financial Group, LLC Brokerage Details
$26,622,603,339
244
7,380
$3,607,399
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Kyle Vandermey Work History
Kyle has been registered as a financial advisor for 3 years.*
Pensionmark Securities, LLC
Pensionmark Financial Group
Cetera Advisor
Ucsb Davidson Library
*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 Vandermey 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 Pensionmark Financial Group, LLC
Santa Barbara, CA
Saint Petersburg, FL
Madison, WI
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Brentwood, TN
San Mateo, CA
Fort Mill, SC
San Antonio, TX
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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