Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kaylie? Claim Your ProfileKaylie Lynn Tomadakis is a financial advisor with Captrust. Kaylie is registered to provide investment advisory services in Utah. Kaylie has been in the financial industry since December 2017. Before joining Captrust, Kaylie worked at Knox Capital Group and Gymcats Gymnastics.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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UT
01/28/2020 - Present
Captrust (Salt Lake City UT)
BOTH
Issued 01/27/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/23/2019
Series 7TO - General Securities Representative Examination
BC
Issued 11/18/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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