Kyle
Eagle
Pbmares Wealth Management LLC
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About this Advisor
Kyle Eagle is a financial advisor operating in Harrisonburg, Virginia. Eagle currently works for Pbmares Wealth Management LLC. Eagle has gained experience at Pbmares Wealth Management, LLC, Virginia Tech, Blue Ridge Bank, Zeppolis Italian Restaurant, Rockingham County Parks & Rec, Shirley'S Gourment Popcorn, Ashbey Animal Clinic, Virginia Polytechnic Institute And State University, Turner Ashby High School and Wilbur S. Pence Middle School. Eagle maintains a Series 65 license, certifying them as an investment advisor representative, and is registered to serve investors in Virginia. Pbmares Wealth Management LLC is a business that has its headquarters in Williamsburg, VA. The company has offices in 12 locations and a total of 19 employees. It administers $971 million in assets among its 2,270 customer accounts, placing it among the bigger investment advisory firms in the nation by assets under management. Of its 2,270 customer accounts, 30% are held by high-net-worth investors who have greater than $1 million in assets available to invest. Pbmares Wealth Management LLC has a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial management fee schedules largely are based on which service is provided. Fees billed by Pbmares Wealth Management LLC can be comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pbmares Wealth Management LLC Brokerage Details
$971,417,267
19
2,270
$427,937
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
- Other
Kyle Eagle Work History
Kyle has been registered as a financial advisor for 0 years.*
Pbmares Wealth Management, LLC
Pbmares Wealth Management, LLC
Virginia Tech
Blue Ridge Bank
Zeppolis Italian Restaurant
Blue Ridge Bank
Ashbey Animal Clinic
Virginia Tech
Zeppolis Italian Restaurant
Virginia Polytechnic Institute And State University
Rockingham County Parks & Rec
Shirley'S Gourment Popcorn
Ashbey Animal Clinic
Turner Ashby High School
Wilbur S. Pence Middle School
*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 Eagle 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 Pbmares Wealth Management LLC
Fredericksburg, VA
Fairfax, VA
Fairfax, VA
Williamsburg, VA
Harrisonburg, VA
Fairfax, VA
Fairfax, VA
Fredericksburg, VA
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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