Kyle Wilcutt, financial advisor Alpharetta GA

Kyle Wilcutt

CRD Number: 5902866
Current Firm: Kalos Management

Kyle Wilcutt (CRD# 5902866) is an Investment Advisor Representative working at Kalos Management in Alpharetta, GA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Resource One Crystal City, MO Dec 2010 - Current 9
Healthcare Realty Clayton, MO Jun 2010 - Dec 2010 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2020
Contact Info for Kyle S. Wilcutt
Phone Number: 678-356-1100
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    262
    MILLIONS
  • Total Number of Accounts
    2,933
    ACCOUNTS
  • Average Account Value
    $89,461
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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