Kyle Gordon (CRD# 2364379) is an Investment Advisor Representative working at United Capital Management Of Kansas, Inc. in Salina, KS and has over 30 years of experience in the finance industry.
CRD# 4299232
United Capital Management Of Kansas, Inc.
CRD# 6983312
Edward Jones
CRD# 1952415
Rfg Advisory, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| United Capital Management Of Kansas, Inc. | Salina, KS | Mar 2017 - Current | 7 |
| Straub International | Salina, KS | Mar 2011 - Mar 2017 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1993 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2018 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- KS
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Total Assets Under Management460MILLIONS
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Total Number of Accounts2,290ACCOUNTS
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Average Account Value$200,774
- A percentage of assets under your management
- Performance-based 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
- Pension consulting services
- Educational seminars/workshops
CA, CO, FL, KS, MI, MO, NE, OK, TX
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