Barry Kyte (CRD# 4373405) is an Investment Advisor Representative working at Gunderson Capital Management in Mount Pleasant, SC and has over 22 years of experience in the finance industry. Barry Kyte 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.
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Company Name | Location | Dates | Years |
---|---|---|---|
Gunderson Capital Management Inc. | Mount Pleasant, SC | Nov 2021 - Current | 2 |
Southport Capital | Chattanooga, TN | May 2019 - Current | 4 |
Gunderson Capital Management | Mount Pleasant, SC | Aug 2019 - Apr 2021 | 1 |
Knowcap Interactive | Atlanta, GA | Jun 2019 - Sep 2019 | < 1 |
T Bayou, LLC | Mount Pleasant, SC | Sep 2017 - May 2019 | 1 |
Trustcore | Brentwood, TN | Jan 2007 - Nov 2017 | 10 |
Trustcore Financial, Inc. | Brentwood, SC | Jan 2007 - Nov 2017 | 10 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | May 2001 |
S66 | NASAA Uniform Combined State Law Examination | Jun 2007 |
- SC
- TX
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Total Assets Under Management228MILLIONS
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Total Number of Accounts1,210ACCOUNTS
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Average Account Value$188,166
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Other
AZ, CA, CO, FL, GA, HI, IL, LA, MI, MN, NC, NE, NV, OR, PA, SC, TN, TX, UT, VA, WA
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