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Kyla Ward

Investment Adviser Representative at BEACON CAPITAL MANAGEMENT, INC.

Richmond, VACRD #7125196Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
6 yrs
States Registered
1 states
Exams Passed
4

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Virginia
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 8/9/2023
Series 7
General Securities Representative Examination
Passed 11/18/2020
SIE
Securities Industry Essentials Examination
Passed 6/6/2019
Series 24
General Securities Principal Examination
Passed 6/17/2021

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
$0–$499,999.990.55%
$500,000–$999,999.990.35%
$1,000,000+0.15%
Account minimum: $25,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Beacon Capital Management, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

BEACON CAPITAL MANAGEMENT, INC.Current
11/2/2023Richmond, VA
SAMMONS FINANCIAL NETWORK, LLCCurrent
11/2/2023Richmond, VA
ESI FINANCIAL ADVISORS
8/11/20239/25/2023Richmond, VA

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kyla Ward has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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Kyla Ward - Financial Advisor in Richmond, VA | AdvisorFinder