Kyle Porter (CRD# 6572285) is an Investment Advisor Representative working at Principal Asset Management in Folsom, CA and has over 7 years of experience in the finance industry.
CRD# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 2923073
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Principal Funds Distributor, Inc. | Folsom, CA | Apr 2019 - Current | 4 |
| Franklin Templeton Distributors Inc. | Rancho Cordova, CA | May 2016 - Apr 2019 | 2 |
| Franklin Templeton Investor Services LLC | Rancho Cordova, CA | Oct 2015 - May 2016 | < 1 |
| Unemployed | El Dorado Hills, CA | Apr 2015 - Oct 2015 | < 1 |
| Miami Marlins | Miami, FL | Jun 2014 - Apr 2015 | < 1 |
| Costco Wholesale | Folsom, CA | Oct 2014 - Jan 2015 | < 1 |
| Uc Berkeley | Berkeley, CA | Aug 2010 - Jun 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2016 |
| S66 | NASAA Uniform Combined State Law Examination | May 2022 |
- CA
-
Total Assets Under Management279,108MILLIONS
-
Total Number of Accounts13,656ACCOUNTS
-
Average Account Value$20,438,525
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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