Kyle Whipple, financial advisor Plymouth MI
90 score

Kyle Whipple

CRD Number: 5908301
Current Firm: Kalos Management

Kyle Whipple (CRD# 5908301) is an Investment Advisor Representative working at Kalos Management in Plymouth, MI and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Kalos Capital Alpharetta, GA Nov 2012 - Current 4
C. Curtis Financial Group Plymouth, MI Feb 2011 - Current 5
Investacorp Advisory Services Miami, FL Jul 2011 - Nov 2012 1
Investacorp Inc. Miami, FL Apr 2011 - Nov 2012 1
Lakeside Educational Network Ft Washington, PA Dec 2007 - Feb 2011 3
Smc Corporation Of America Indianapolis, IN Nov 2004 - Dec 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2011
Contact Info for Kyle D. Whipple
Phone Number: 678-356-1100
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    358
    MILLIONS
  • Total Number of Accounts
    3,787
    ACCOUNTS
  • Average Account Value
    $94,470
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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