Kyle McCauley
CRD Number: 6309847Current Firm: Entrust Investment Services, Inc.
Compensation Model: Both
Kyle McCauley (CRD# 6309847) is an Investment Advisor Representative working at Entrust Investment Services, Inc. in Campbell, CA and has over 7 years of experience in the finance industry.
CRD# 1351279
Lpl Financial LLC
CRD# 6828753
Fidelity Personal And Workplace Advisors
CRD# 2183126
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Kyle J Mccauley, LLC | Lapeer, MI | May 2023 - Current | < 1 |
Entrust Investment Services, LLC | Lapeer, MI | Jan 2023 - Current | 1 |
Green Pastures Csa, LLC | Lapeer, MI | Apr 2022 - Current | 1 |
City Center Advisors, LLC | Troy, MI | Dec 2018 - Jun 2023 | 4 |
City Center Financial, LLC | Troy, MI | Jan 2016 - Dec 2022 | 6 |
Corecap Investments, Inc. | Southfield, MI | Aug 2014 - Dec 2018 | 4 |
M&o Marketing | Southfield, MI | Aug 2014 - Dec 2015 | 1 |
Securian Financial Services Inc. | St Paul, MN | Mar 2014 - Aug 2014 | < 1 |
Minnesota Life Insurance Co | St Paul, MN | Mar 2014 - Aug 2014 | < 1 |
Heritage Financial Services Inc. | Omaha, NE | Mar 2014 - Aug 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Apr 2014 |
- CA
- MI
-
Total Assets Under Management114MILLIONS
-
Total Number of Accounts76ACCOUNTS
-
Average Account Value$1,503,604
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other
CA, MI
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.