Karl Kuchma, financial advisor Clermont FL
93 score

Karl Kuchma

CRD Number: 3020400
Current Firm: Suntrust Investment Services, Inc.

Karl Kuchma (CRD# 3020400) is an Investment Advisor Representative working at Suntrust Investment Services, Inc. in Clermont, FL and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Suntrust Investment Services, Inc. Leesburg, FL Apr 2006 - Current 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1998
S65 NASAA Investment Advisors Law Examination Jun 1998
S66 NASAA Uniform Combined State Law Examination Oct 2005
Contact Info for Karl J. Kuchma
Phone Number: 404-813-8981
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    10,443
    MILLIONS
  • Total Number of Accounts
    26,841
    ACCOUNTS
  • Average Account Value
    $389,077
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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