Kyle WhisenhuntCRD Number: 6249365
Current Firm: Sagepoint Financial, Inc.
Kyle Whisenhunt (CRD# 6249365) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in San Diego, CA and has over 4 years of experience in the finance industry.
Paradigm Shift Financial, LLC
Madison Avenue Securities, LLC
Lpl Financial LLC
|San Diego Wealth Management||San Diego, CA||Jan 2020 - Current||2|
|Sagepoint Financial, Inc.||San Diego, CA||Jul 2016 - Current||5|
|Wolters, Hagar, & Pratt Financial Planning, Inc.||San Diego, CA||Sep 2013 - Dec 2019||6|
|Us Bank||El Cajon, CA||Dec 2011 - Jun 2013||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2017|
Total Assets Under Management12,456MILLIONS
Total Number of Accounts53,729ACCOUNTS
Average Account Value$231,832
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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, WY
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