James 'Kyle' Adair, MBA
About James 'Kyle' Adair, MBA
James 'Kyle' Adair, MBA, is a Retail Trading Specialist at TD Ameritrade based in Southlake, Texas, with a background in investment advising and financial services.
Current Role at TD Ameritrade
James 'Kyle' Adair currently serves as a Retail Trading Specialist at TD Ameritrade. He started this role in 2020 and is based in Southlake, Texas. In this position, he provides personalized analysis and recommendations for clients' trading needs. His work focuses on helping individuals make informed decisions about their investments and trade strategies while adhering to financial and regulatory guidelines.
Previous Experience at MassMutual Oklahoma
Before joining TD Ameritrade, James 'Kyle' Adair worked as an Investment Adviser Representative at MassMutual Oklahoma from 2019 to 2020. During his 9-month tenure in Oklahoma City, Oklahoma, he was responsible for offering a variety of financial products including college funding, retirement planning, and lifetime income strategies. His role involved in-depth client consultations to advise on investment options that matched their financial goals.
Experience at NYLIFE Securities LLC
James 'Kyle' Adair also worked at NYLIFE Securities LLC as a Financial Services Professional for 5 months between 2018 and 2019. During this time, he was a Registered Representative offering securities products and services. His responsibilities primarily involved providing financial analysis and recommending suitable investment products based on comprehensive client assessments.
Educational Background
James 'Kyle' Adair holds a Master of Business Administration (MBA) from Oklahoma City University, where he studied from 2013 to 2015 and achieved a GPA of 3.44. He also earned a Bachelor’s Degree in Business Administration and Management, General/Kinesiology and Exercise Science from the same university, completing his undergraduate studies from 2007 to 2012. Additionally, he attended Dale Carnegie Training in 1970.
Career at Oklahoma City Boathouse Foundation
Between 2011 and 2016, James 'Kyle' Adair served as the Manager of the Devon Boathouse at the Oklahoma City Boathouse Foundation. In this 5-year role, he managed various activities and operations associated with the Devon Boathouse in Oklahoma City, OK. This experience laid the groundwork for his transition into financial services by enhancing his leadership and management skills.