Kyle Fitzpatrick (CRD# 6199671) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in King Of Prussia, PA and has over 10 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Truist Investment Services, Inc. | Collegeville, PA | Feb 2021 - Current | 3 |
Truist Advisory Services, Inc. | Atlanta, GA | Feb 2021 - Current | 3 |
Bb&t Securities, LLC | King Of Prussia, PA | Jan 2021 - Feb 2021 | < 1 |
Bb&t Securities, LLC | Collegeville, PA | Jan 2018 - Jan 2021 | 3 |
Bbtis | Berwyn, PA | Jul 2016 - Jan 2021 | 4 |
Cetera Investment Advisers LLC | Berwyn, PA | Feb 2014 - Jul 2016 | 2 |
Cetera Investment Services LLC | St.cloud, MN | Jan 2014 - Jul 2016 | 2 |
National Penn Bank | Berwyn, PA | Jan 2014 - Jul 2016 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Aug 2013 |
- PA
- RI
- TX
-
Total Assets Under Management53,170MILLIONS
-
Total Number of Accounts125,600ACCOUNTS
-
Average Account Value$423,328
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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