Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Martin James is a Registered Investment Advisor with Modern Wealth Management, LLC and has been in the industry since 2010. Kyle is a licensed representative in Indiana and has specialized in financial planning, selection of other advisers and portfolio management for individuals. Kyle is also a Certified Public Accountant and has a separate accounting practice, Martin James, CPA, PC. Previously, Kyle was affiliated with World Equity Group, Inc.
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.
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.
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IN
10/16/2023 - Present
Modern Wealth Management, LLC (MOORESVILLE IN)
IN
07/20/2010 - 10/13/2023
WORLD EQUITY GROUP, INC. (MOORESVILLE IN)
BOTH
Issued 08/26/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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