Kyle Stuckey, financial advisor Mechanicsburg PA
94 score

Kyle Stuckey

CRD Number: 6224932
Current Firm: Invest Financial Corporation

Kyle Stuckey (CRD# 6224932) is an Investment Advisor Representative working at Invest Financial Corporation in Mechanicsburg, PA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Keller Financial Group Mechanicsburg, PA May 2015 - Current 1
Invest Financial Corp. Philadelphia, PA Jan 2015 - Current 1
Proequities Inc. Mechanicsburg, PA Aug 2013 - Jan 2015 1
Hamilton & Musser, Cpa Mechanicsburg, PA Jul 2013 - Jan 2015 1
Central Penn Advisors Mechanicsburg, PA Jul 2013 - Jan 2015 1
Mckanly & Asbury LLP Camp Hill, PA Sep 2008 - Jun 2013 4
Messiah College Hollidaysburg, PA Jul 2003 - Sep 2008 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2013
Contact Info for Kyle P. Stuckey
By the Numbers
  • Total Assets Under Management
    4,432
    MILLIONS
  • Total Number of Accounts
    31,513
    ACCOUNTS
  • Average Account Value
    $140,649
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
94
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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