Kyle WinderCRD Number: 5950526
Current Firm: Principal Securities, Inc.
Kyle Winder (CRD# 5950526) is an Investment Advisor Representative working at Principal Securities, Inc. in Fuquay Varina, NC and has over 3 years of experience in the finance industry.
Signator Investors, Inc.
Hornor, Townsend & Kent, Inc.
Axa Advisors, LLC
|Flight Plan Financial||Fuquay Varina, NC||Dec 2014 - Current||2|
|Principal Life Ins Company||Fuquay Varina, NC||Nov 2013 - Current||3|
|Princor Financial Services Corporation||Fuquay Varina, NC||Nov 2013 - Current||3|
|The Fidelity Bank||Fuguay Varina, NC||Sep 2011 - Sep 2013||2|
|The Winder Management Group||Fuquay Varina, NC||Jul 2007 - Aug 2011||4|
|United States Air Force||Fuquay Varina, NC||Jan 1999 - May 2011||12|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2013|
Total Assets Under Management1,622MILLIONS
Total Number of Accounts15,486ACCOUNTS
Average Account Value$104,766
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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