Kyla Ward
Investment adviser representative at Beacon Capital Management, Inc.
16 yearsExperience
1 stateRegistered in
$4.3BFirm assets
24 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
16 years in the industry.
- Beacon Capital Management, Inc.Nov 2023 to now
- Midland National Life Insurance CompanyOct 2023 to now
- Sammons Financial NetworkOct 2023 to now
- Equity Services IncAug 2021 to Oct 2023
- National Life GroupAug 2021 to Oct 2023
- LPL FinancialMay 2019 to Aug 2021
- AerotekJan 2019 to May 2019
- Self EmployedSep 2010 to Mar 2020
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (VA).
Beacon Capital Management, Inc.
$4.3BAssets managed
10,456Clients
26Advisers
24 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
- 7125196
- Firm CRD
- 120641