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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle McIntyre is an investment advisor representative with Canterbury Consulting Inc. Kyle is registered with the state of California and Washington. Kyle has been in the financial services industry since 2012. Kyle holds a Series 65 license. Kyle's specialties include managing portfolios for individuals, pooled investment vehicles, and businesses. Kyle also provides pension consulting services and selects other advisors.
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.
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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CA
10/03/2024 - Present
Canterbury Consulting Inc. (NEWPORT BEACH CA)
IA
Issued 03/27/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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