Kyle McCauley, financial advisor Campbell CA

Kyle McCauley

CRD Number: 6309847
Current 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.

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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
Contact Info for Kyle J. McCauley
By the Numbers
  • Total Assets Under Management
    114
    MILLIONS
  • Total Number of Accounts
    76
    ACCOUNTS
  • Average Account Value
    $1,503,604
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, MI

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