Kyle King, financial advisor Salem OR
93 score

Kyle King

CRD Number: 5523824
Current Firm: Cuso Financial Services, LP

Kyle King (CRD# 5523824) is an Investment Advisor Representative working at Cuso Financial Services, LP in Salem, OR and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Maps Credit Union Salem, OR Feb 2016 - Current < 1
Cuso Financial Services, LP San Diego, CA Nov 2013 - Current 3
Oregon State Credit Union San Diego, CA Nov 2013 - Feb 2016 2
Bridges Wealth Management Eugene, OR Jan 2013 - Aug 2013 < 1
Ing Financial Partners, Inc. Eugene, OR Jan 2011 - Aug 2013 2
Ing Financial Advisers LLC Eugene, OR Apr 2008 - Jan 2011 2
Unemployed Provo, UT Jan 2008 - Apr 2008 < 1
Forever 21 Xxi Orem, UT Sep 2007 - Dec 2007 < 1
Lds Church Edmonton, Jun 2005 - Jun 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2008
Contact Info for Kyle R. King
Phone Number: 858-530-4400
Firm Website: https://cusonet.com
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    1,812
    MILLIONS
  • Total Number of Accounts
    14,085
    ACCOUNTS
  • Average Account Value
    $128,623
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, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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