Kyra
Easley

Axxcess Wealth Management, LLC

CRD#7162292
Investment Advisor
in Bainbridge Island, WA

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About this Advisor

Kyra Easley is a financial advisor based in Bainbridge Island, Washington, working with Axxcess Wealth Management, LLC. Kyra has previously held positions at Axxcess Wealth Management, LLC, Jennifer P. Easley, CFP®, Bainbridge Health and Rehabilitation, Bainbridge Island Athletic Club, and the University of Washington. Kyra has passed the Series 65 regulatory exam and is registered to provide services in Washington. Currently, Kyra is part of Axxcess Wealth Management, LLC, which operates out of Bainbridge Island, Washington. The firm has 28 offices and 78 employees. The firm manages assets totaling $6.5 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, and selection of other advisers. The fee structure at Axxcess Wealth Management, LLC includes asset-based, hourly, fixed, and performance-based fees.

Certifications and Registrations

Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

8600 Ne County Park Road
Bainbridge Island, WA 98110

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Axxcess Wealth Management, LLC Brokerage Details

Total Assets Under Management

$6,470,763,788

WA Average: $7,578,581,321
Total Number of Employees

78

WA Average: 43
Total Number of Accounts

24,090

WA Average: 3,727
Average Account Size

$268,608

WA Average: $2,033,427

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

Kyra Easley Work History

2024 - Present (0 year)

Axxcess Wealth Management, LLC

2018 - Present (6 years)

Jennifer P. Easley, CFP®

2017 - 2018 (1 year)

Bainbridge Health And Rehabilitation

2014 - 2016 (2 years)

Bainbridge Island Athletic Club

2014 - 2018 (4 years)

University Of Washington

Disclosures

Please visit the SEC profile of Kyra Easley 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 Axxcess Wealth Management, LLC

Thomas Gajdalo
Lantana, TX
Kyra Easley
Bainbridge Island, WA
Juan Munoz
San Diego, CA
Michael Marino
Denver, CO
Alan Grismore
Carlsbad, CA
Jonathan Lugo
Carlsbad, CA
Cory Persson
Carlsbad, CA
Richard Leu
Pasadena, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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