Kyle Klinger (CRD# 7092609) is an Investment Advisor Representative working at Amb Wealth, LLC in San Diego, CA and has over 5 years of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Allen Mooney And Barnes Investment Advisors LLC | San Diego, CA | Jan 2024 - Current | < 1 |
| Allen Mooney And Barnes Brokerage Services LLC | San Diego, CA | Jan 2024 - Current | < 1 |
| Copley Financial Group, Inc. | San Diego, CA | Apr 2019 - Jan 2024 | 4 |
| Heritage Tax And Insurance Services, Inc. | San Diego, CA | Mar 2019 - Jan 2024 | 4 |
| Unemployed | San Diego, CA | Sep 2018 - Mar 2019 | < 1 |
| Pools Of Fun | Plainfield, IN | Mar 2018 - Sep 2018 | < 1 |
| Unemployed | Indianapolis, IN | Oct 2017 - Mar 2018 | < 1 |
| Mortenson Kim | Indianapolis, IN | Apr 2017 - Oct 2017 | < 1 |
| Young And Laramore | Indianapolis, IN | Jun 2016 - Apr 2017 | < 1 |
| Harbour Pointe Golf Club | Mukilteo, WA | Mar 2016 - Jun 2016 | < 1 |
| Part-time Disability | Mukilteo, WA | Jun 2015 - Mar 2016 | < 1 |
| Centerfield Media | Los Angeles, CA | Mar 2014 - Jun 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2019 |
- CA
-
Total Assets Under Management848MILLIONS
-
Total Number of Accounts1,488ACCOUNTS
-
Average Account Value$569,879
- A percentage of assets under your management
- 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)
AL, AR, CA, DE, FL, GA, IA, IL, IN, KY, LA, MD, MI, MS, NC, OH, RI, SC, TX, VA, WA, WY
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