Kyle Mitchell Banks
Investment adviser representative at Pks Investment Advisors LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$367.2MFirm assets
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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
- Seminars and workshops
Experience
12 years in the industry.
- Pks Investment Advisors LLCJul 2023 to now
- Morgan StanleyJul 2014 to Jul 2023
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (MD).
Pks Investment Advisors LLC
$367.2MAssets managed
500Clients
7Advisers
11 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
- 6367853
- Firm CRD
- 110147