Kyle Wasson, financial advisor Austin TX
88 score

Kyle Wasson

CRD Number: 6416906
Current Firm: Richard P. Slaughter Associates, Inc.

Kyle Wasson (CRD# 6416906) is an Investment Advisor Representative working at Richard P. Slaughter Associates, Inc. in Austin, TX and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Richard P Slaughter Associates Austin, TX Jan 2014 - Current 2
Pebblewriter.com Monterey, CA May 2013 - Dec 2013 < 1
Crenshaw Dupree & Milam LLP Lubbock, TX Jul 2012 - May 2013 < 1
Sparkling Waters Pool Services Lubbock, TX May 2011 - Jul 2012 1
Double Dave's Pizza Lubbock, TX Dec 2010 - Apr 2011 < 1
Full-time Education Lubbock, TX Aug 2010 - Dec 2010 < 1
Magness Engineering Georgetown, TX May 2006 - Aug 2010 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2014
Contact Info for Kyle P. Wasson
Phone Number: 512-918-0000
Registered State(s):
  • NM
  • TX
By the Numbers
  • Total Assets Under Management
    395
    MILLIONS
  • Total Number of Accounts
    1,101
    ACCOUNTS
  • Average Account Value
    $358,667
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
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

CA, NM, TX

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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