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Kyle B Whittington

Meld Financial, Inc.

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About Kyle B Whittington

Kyle Whittington is a financial advisor with Meld Financial, Inc. Kyle has been in the financial services industry since January 2007. Kyle holds a Series 7, Series 66, and Series 24 license and is a Certified Financial Planner. Kyle is registered in Alabama and Texas. Kyle is also a board member for Leadership Vestavia Hills and the Vestavia Hills City Schools Foundation.

Firm Information

Kyle Whittington is currently registered with Meld Financial, Inc.. Meld Financial, Inc., based in Birmingham, AL, is an investment advisory firm with approximately $594,413,274 in regulatory assets under management. The firm provides financial planning, pension consulting, educational seminars, and portfolio management services to individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and state or municipal government entities. They also offer consulting services related to Social Security and Medicare.
Meld Financial, Inc.

3008 PUMP HOUSE RD.

BIRMINGHAM, AL 35243

$594.41M

Assets Under Management

Not reported

Total Clients

11

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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social security and medicare consulting, individual consulting and financial wellness educational programs

Social security and medicare consulting, individual consulting and financial wellness educational programs

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kyle Whittington’s Registration & Firm History

AL

12/09/2021 - Present

Meld Financial, Inc. (BIRMINGHAM AL)

AL

12/05/2007 - 10/06/2022

TRIAD ADVISORS LLC (BIRMINGHAM AL)

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Licenses & Designations

BOTH

Issued 03/13/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/01/2015

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/04/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kyle B Whittington.
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