Kyle McCauley, financial advisor Troy MI
97 score

Kyle McCauley

City Center Financial, LLC

CRD Number: 6309847
Current Firm: Corecap Advisors
Compensation Model: Both

Kyle is one of the co-founders and Managing Partner of City Center Financial. Kyle began his career in the financial services industry working with retirees and retirement planning.  Kyle has trained hundreds of financial advisors in the retirement planning market and our clients continue to reap the benefits of Kyle's expertise in retirement planning solutions today.

 

Kyle is the host of the syndicated show the Know Your Retirement® Show heard weekly across the country, educating retirees on the news, resources and information that can affect a retirement plan.

 

Kyle is a Chartered Retirement Planning Counselor (CRPC®) and an Accredited Portfolio Management Advisor (APMA®) through the College for Financial Planning.  Additionally, Kyle holds a certificate as a National Social Security Advisor (NSSA®). Kyle also holds his series 7 license with CoreCap Investments Inc., and is also series 66 licensed, held at CoreCap Advisors, Inc., which holds him to a standard of fiduciary responsibility.

 

Kyle has a strong commitment to family, both immediate and extended.  Kyle and his wife Pamela were married in 2008 and have one daughter.  Together, they're actively involved in their church, and enjoy traveling to see family across the country in New Mexico, Oregon, Alabama, Florida, Kentucky, Tennessee and Illinois.

 

Securities and Investment Advisory services offered through CoreCap Investments and CoreCap Advisors, Inc. respectively.  CoreCap Investments, Inc., is a Registered Broker-Dealer and member of FINRA/SIPC.  CoreCap Advisors, Inc is a registered investment advisor. This website and the material contained herein are not intended to and do not constitute an offer to buy or sell a security or a solicitation of such offers in any jurisdiction in which City Center Financial LLC., CoreCap Investments, or CoreCap Advisors or their respective agents are not qualified to make such offers or solicitations of offers. City Center Financial, LLC. and CoreCap are separate and unaffiliated entities.

CONTACT
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Professional Designations
Company Name Location Dates Years
City Center Financial, LLC Troy, MI Dec 2015 - Current 2
Exam Code Name Passed Date
S7 General Securities Representative Examination (GS) Mar 2014
S66 NASAA Uniform Combined State Law Examination Apr 2014
Contact Info for Kyle J. McCauley
Phone Number: 2489745085
Registered State(s):
  • MI
  • NM
By the Numbers
  • Total Assets Under Management
    600
    MILLIONS
  • Total Number of Accounts
    2,950
    ACCOUNTS
  • Average Account Value
    $203,390
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV

Firm Disclaimer:

Securities and Investment Advisory services offered through CoreCap Investments and CoreCap Advisors, Inc. respectively.  CoreCap Investments, Inc., is a Registered Broker-Dealer and member of FINRA/SIPC.  CoreCap Advisors, Inc is a registered investment advisor. This website and the material contained herein are not intended to and do not constitute an offer to buy or sell a security or a solicitation of such offers in any jurisdiction in which City Center Financial LLC., CoreCap Investments, or CoreCap Advisors or their respective agents are not qualified to make such offers or solicitations of offers. City Center Financial, LLC. and CoreCap are separate and unaffiliated entities.

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BADGES
97
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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