Sarah Kyle
Investment adviser representative at Wells Fargo Advisors
11 yearsExperience
1 stateRegistered in
$252.3BFirm assets
26 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 assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Wells Fargo Advisors Financial Network, LLCJul 2026 to now
- Cambridge Investment Research Advisors, Inc.Jan 2024 to Jul 2026
- Banfield Pet HospitalSep 2020 to Oct 2021
- Cambridge Investment Research, Inc.Aug 2020 to Jul 2026
- AmazonJul 2020 to Aug 2020
- UnemployedMar 2020 to Jul 2020
- United States Peace CorpsSep 2019 to Mar 2020
- First Baptist Church RichmondJun 2019 to Sep 2019
- Mount Vernon Baptist ChurchJun 2018 to Aug 2018
- Virginia Alcoholic Beverage Control AuthorityJun 2018 to Aug 2018
- Mount Vernon Baptist ChurchJun 2017 to Aug 2017
- William & Mary Cohen Career CenterJan 2016 to May 2019
- The College of William & MaryAug 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (VA).
Wells Fargo Advisors
Legal name: Wells Fargo Advisors Financial Network, LLC
$252.3BAssets managed
466,575Clients
3,612Advisers
26 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
- 7290327
- Firm CRD
- 11025