Kayla KalteneckerCRD Number: 6519274
Current Firm: Lido Advisors
Kayla Kaltenecker (CRD# 6519274) is an Investment Advisor Representative working at Lido Advisors in Los Angeles, CA and has over 3 years of experience in the finance industry.
Awm Capital, LLC
Wedbush Securities Inc.
Virtue Capital Management, LLC
|Lido Advisors, LLC||Los Angeles, CA||Jan 2017 - Current||5|
|Kaltenecker Inc.||Westlake Villiage, CA||Jan 2013 - Current||9|
|J & Y Business Group||Los Angeles, CA||May 2016 - Jan 2017||< 1|
|Miami University||Oxford, OH||Aug 2012 - May 2016||3|
|Bang Zoom! Entertainment||Burbank, CA||Aug 2015 - Dec 2015||< 1|
|Agoura High School||Agoura Hills, CA||Sep 2008 - Jun 2012||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jan 2018|
Total Assets Under Management7,692MILLIONS
Total Number of Accounts8,225ACCOUNTS
Average Account Value$935,245
- 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
- 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)
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, PR, SC, SD, TN, TX, UT, VA, WA, WI, WY
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