Kyle Thomas Campbell
Investment adviser representative at Symphony Financial, Ltd. Co.
14 yearsExperience
1 stateRegistered in
$1.4BFirm assets
12 yearsFirm in business
Are you Kyle Thomas Campbell? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Symphony Financial, Ltd. Co.Aug 2025 to now
- Hotaling InsuranceOct 2019 to now
- Northwestern Mutual Investment Services LLCNov 2012 to Oct 2019
- Northwestern Mutual Life Insurance CompanyOct 2012 to Oct 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
State registrations
Registered as an investment adviser representative in 1 state (TX).
Symphony Financial, Ltd. Co.
$1.4BAssets managed
2,850Clients
46Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6114073
- Firm CRD
- 171816