Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle D Findlay is a financial advisor with Keel Point, LLC. Kyle has been in the industry since September 25, 2006. Kyle is registered with the state of Alabama as an investment advisor representative. Kyle is also registered with the state of Georgia as an investment advisor representative. Kyle is also registered with the state of Mississippi as an investment advisor representative. Kyle is also registered with the state of Missouri as an investment advisor representative. Kyle is also registered with the state of Texas as an investment advisor representative. Kyle holds a Series 7 license, which allows him to sell securities. Kyle also holds a Series 66 license, which allows him to provide investment advice. Kyle is a Certified Financial Planner. Kyle has worked for Keel Point, LLC since December 2007. Kyle is based in Huntsville, Alabama. Kyle provides a range of financial services to clients including financial planning, portfolio management, and consulting. Kyle's firm, Keel Point, LLC, has offices in Huntsville, Alabama.
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.
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.
Consulting service to third-party ria
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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2
AL
06/05/2018 - Present
Keel Point, LLC (HUNTSVILLE AL)
AL
09/21/2006 - 11/27/2007
LINCOLN FINANCIAL ADVISORS CORPORATION (BIRMINGHAM AL)
BOTH
Issued 10/17/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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