Kyle WhittingtonCRD Number: 5295189
Current Firm: Meld Financial, Inc.
Kyle Whittington (CRD# 5295189) is an Investment Advisor Representative working at Meld Financial, Inc. in Birmingham, AL and has over 14 years of experience in the finance industry. Kyle Whittington has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Canterbury Investment Advisors LLC
Nbc Securities, Inc.
Wells Fargo Clearing Services, LLC
|Triad Advisors, Inc.||Norcross, GA||Jan 2007 - Current||15|
|Meld Financial, Inc.||Birmingham, AL||Jan 2007 - Current||15|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2008|
Total Assets Under Management586MILLIONS
Total Number of Accounts1,516ACCOUNTS
Average Account Value$386,507
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, FL, GA, IN, LA, MS, NC, NE, NY, SC, TN, TX, VA
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