# Building Wealth, Securing Futures

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# KYLE ALLEN RICHARDS

CRD# 5725248 Broker & Financial Advisor
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### ABOUT KYLE ALLEN RICHARDS

I love what I do mostly because I feel like I'm truly helping people. My clients come to me for investment guidance, of course, but they also ask me questions that have nothing to do with financial markets:

• "Can I really afford to take a second vacation this year?"

• "Should I buy or lease my new car?"

• "I'm thinking about selling my home. Do you know any good realtors?"

I've spent the past 8 years helping clients get to where they want financially. My commitment to them goes far beyond helping them make appropriate investments. And my promise to them is that they will always have someone by their side who takes genuine pleasure in seeing them succeed.

### Qualifications

- 2 General Industry/Product Exams
- 1 State Securities Law Exams

### Specialties

Portfolio Construction Equity Research & Analysis Currency & FX Strategy Donor-Advised Funds (DAFs) Strategy Alternative Investments

### Office

COLUMBIA CENTER, 701 5TH AVENUE SUITE 4050 SEATTLE, WA 98104

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# Client Testimonials

★★★★★

"Kyle's financial wisdom is unparalleled. He transformed my scattered investments into a cohesive strategy that's grown my net worth by 40% in just 18 months."

- Jessica H., Marketing Director

★★★★★

"Working with Kyle was the best financial decision I ever made. His retirement roadmap has me on track to retire with complete financial security."

- Robert G., IT Consultant

★★★★★

"Kyle's market intuition is remarkable. He rebalanced my portfolio before the last market correction, saving me from significant losses."

- Amanda W., Physician

★★★★★

"As an entrepreneur, I needed someone who understands business finances. Kyle's strategies helped me maximize profits while minimizing tax liabilities."

- Tyler M., Startup Founder

★★★★★

"Kyle doesn't just manage money - he builds lasting wealth. His disciplined approach has given my family financial peace of mind."

- Danielle & Mark S., Retirees

## Leave A Message For Kyle

kyle.richards@davidsonwealthteam.com
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KYLE ALLEN RICHARDS

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