Kyle Douthit (CRD# 7429370) is an Investment Advisor Representative working at K2 Financial Inc. in Glendora, CA and has over 2 years of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6724246
Modern Assets, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lincoln Investment | Fort Washington, PA | Feb 2024 - Current | < 1 |
| K2 Financial Inc. | Glendora, CA | Jul 2022 - Current | 1 |
| Lincoln Investment | Fort Washington, PA | Jul 2022 - Apr 2023 | < 1 |
| Premiere Packaging | Fontana, CA | Mar 2022 - Jul 2022 | < 1 |
| Atif Inc. | Irvine, CA | Oct 2020 - Jul 2022 | 1 |
| Unemployed | Rancho Cucamonga, CA | Mar 2020 - Sep 2020 | < 1 |
| Tds Heat Solutions | Murrieta, CA | Nov 2018 - Mar 2020 | 1 |
| Inland Pacific Heating And Air | Upland, CA | May 2018 - Oct 2018 | < 1 |
| Americas Tire | Montclair, CA | May 2017 - May 2018 | 1 |
| Unemployed | Upland, CA | May 2010 - May 2017 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2021 |
- CA
-
Total Assets Under Management154MILLIONS
-
Total Number of Accounts1,083ACCOUNTS
-
Average Account Value$142,084
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, NE, TX
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