Kyle Barth

VP - Financial Consultant

+1 239-432-5347

Financial credentials

  • Series 6, 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

10 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2021-present
  • Financial Consultant Partner, Charles Schwab, 2021-2021
  • Associate Financial Consultant, Charles Schwab, 2017-2021
  • Sr. Specialist, High Net Worth Specialist, Charles Schwab, 2016-2017
  • Registered Representative, Charles Schwab, 2015-2016
  • Intern Financial Advisor, WestPoint Financial Group, 2014-2014

Education

  • Ball State University
  • Bachelor of Science
  • Major: Business Administration
  • Minor: Financial Planning

Personal interests and affiliations

  • Harry Chapin Food Bank of Southwest Florida, Volunteer

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

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