Kyle Eagle has been an investment adviser representative at Mason & Associates since January 2026, and is not listed among the firm’s executive officers or direct owners. Kyle Eagle holds a Bachelor of Science in Business, majoring in Finance from Virginia Tech's Pamplin School of Business.
Mason & Associates, LLC is a Newport News, VA firm with $471M under management, 414 clients and 7 advisers across 8 offices, as of its August 2026 filing.
Kyle Eagle is Associate Financial Planner of Mason & Associates. He began his financial services career in 2022 as an Associate Wealth Advisor and joined the firm in 2026. His focus includes tax-efficient retirement planning.
Kyle Eagle’s longest registration was 2 years at Pbmares Wealth Management LLC (2023–2025). Before joining Mason & Associates in 2026, Kyle Eagle was registered through Pbmares Wealth Management LLC.
- Mason & Associates, LLCCurrent– present · under a yearRockingham, VA · Adviser representative · Firm CRD 307206
- Pbmares Wealth Management LLC– · 2 yearsHarrisonburg, VA · Adviser representative · Firm CRD 116218
Professional designations
Listed by Mason & Associates
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Behavioral Financial Advisor (BFA™)
Investment adviser representative registrations
Kyle Eagle is registered as an investment adviser representative in Virginia, since January 2026.
- VirginiaSince 12 January 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 17 February 2023 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Kyle Austin Eagle
- CRD
- 7694050
- Firm
- Mason & Associates · CRD 307206
- Office
- Rockingham, VA
- Registration
- Investment adviser registration
- In the industry since
- February 2023
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- masonllc.net
Where does Kyle Eagle work?
Kyle Eagle is an investment adviser representative registered through Mason & Associates, LLC since January 2026, and is not listed among the firm’s executive officers or direct owners.
Is Kyle Eagle a financial advisor?
Yes. Kyle Eagle has a current investment-adviser registration in Virginia, through Mason & Associates since January 2026.
How many years of experience does Kyle Eagle have?
Kyle Eagle has 3 years in the financial industry, since February 2023, across 2 adviser firms.
What exams has Kyle Eagle passed?
Kyle Eagle passed the Series 65 in February 2023.
Where did Kyle Eagle work before Mason & Associates?
Before Mason & Associates, Kyle Eagle was registered through Pbmares Wealth Management LLC, February 2023 to December 2025.
Where is Kyle Eagle based?
Kyle Eagle’s registered office is in Rockingham, VA.
Is Kyle Eagle registered with FINRA?
No. Kyle Eagle has no current broker registration.
Is Kyle Eagle a CFP?
Mason & Associates lists Kyle Eagle with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Kyle Eagle’s record?
Search CRD 7694050 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kyle Eagle’s full registration record.
Thomas BlackburnMember, Vice President, Chief Compliance Officer, & Senior Financial Planner
John MasonMember, President, & Senior Financial Planner
Michael MasonMember, Chairman, & Senior Financial Planner- Barbara MasonChief Operations Officer
Kenneth MasonMember, Senior Financial Planner
Benjamin RaikesMember & Senior Financial Planner