Herbert Dwayne Kyles
Investment adviser representative at Farther
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$16BFirm assets
Are you Herbert Dwayne Kyles? 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
12 years in the industry.
- FartherNov 2024 to now
- Farther Finance AdvisorsMay 2024 to now
- Charles Schwab & Co., Inc.Nov 2020 to May 2024
- Santander Investment ServicesSep 2018 to Nov 2020
- Aspencross Wealth ManagementMay 2014 to Sep 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 2 states (CO, KS).
Farther
Legal name: Farther Finance Advisors, LLC
$16BAssets managed
14,965Clients
331Advisers
7 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
- 6364487
- Firm CRD
- 302050