Kyle
Bain
Jacobi Capital Management, LLC
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About this Advisor
Kyle Bain is a financial advisor based in Pittston, Pennsylvania, working with Jacobi Capital Management, LLC. Kyle has previously held positions at Penn Mutual Life Insurance Company, Hornor, Townsend & Kent, Inc, Pillar Wealth Advisors, LLC, Lpl Financial, and Jacobi Capital Management, LLC. Kyle has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania. Currently, Kyle is part of Jacobi Capital Management, LLC, which operates out of Pittston, Pennsylvania. The firm has 2 offices and 24 employees. The firm manages assets totaling $1.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Jacobi Capital Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Jacobi Capital Management, LLC Brokerage Details
$1,692,446,290
24
5,591
$302,709
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
- Educational seminars/workshops
Kyle Bain Work History
Lpl Financial
Jacobi Capital Management, LLC
Pillar Wealth Advisors, LLC
Hornor, Townsend & Kent, Inc
Penn Mutual Life Insurance Company
Disclosures
Please visit the SEC profile of Kyle Bain 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 Jacobi Capital Management, LLC
Pittston, PA
Pittston, PA
Berwyn, PA
Pittston, PA
Pittston, PA
Berwyn, PA
Pittston, PA
Simpsonville, SC
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