Kyle Tweet (CRD# 4420042) is an Investment Advisor Representative working at Tweet Management Services, Inc. in La Mesa, CA and has over 22 years of experience in the finance industry.
CRD# 5769283
Paradigm Shift Financial, LLC
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tweet Management Services | La Mesa, CA | Feb 2011 - Current | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2001 |
- CA
-
Total Assets Under Management75MILLIONS
-
Total Number of Accounts567ACCOUNTS
-
Average Account Value$132,275
- 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
CA
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