linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Kyle P Handerhan

Forthright Capital Advisory

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Kyle? Claim Your Profile

About Kyle P Handerhan

Kyle P. Handerhan is an investment advisor representative with Forthright Capital Advisory. Kyle has been in the industry for several years and holds Series 65, Series 6TO, and SIE licenses. Kyle is also a licensed insurance agent with Forthright Capital Partners, LLC. Kyle has experience working with individuals, high-net-worth individuals, and pension and profit-sharing plans. Kyle provides financial planning, pension consulting, and portfolio management services.

Firm Information

Kyle Handerhan is currently registered with Forthright Capital Advisory. Forthright Capital Advisory is an investment advisor based in Las Vegas, Nevada. The firm provides financial planning, pension consulting, and portfolio management for individuals and businesses. They advise a variety of clients, including high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth. As of their latest regulatory filing, they manage over $64 million in assets.
Forthright Capital Advisory

7251 W LAKE MEAD BLVD, STE 300

LAS VEGAS, NV 89128

$64.99M

Assets Under Management

Not reported

Total Clients

23

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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Kyle Handerhan’s Registration & Firm History

FL

08/22/2023 - Present

Forthright Capital Advisory (Largo FL)

FL

10/27/2020 - 08/02/2023

TRINITY WEALTH SECURITIES, L.L.C. (Tampa FL)

FL

06/19/2019 - 08/13/2019

TRINITY WEALTH SECURITIES, L.L.C. (tampa FL)

Not sure if Kyle P Handerhan is right for you?

Licenses & Designations

IA

Issued 07/27/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/19/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 05/31/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kyle P Handerhan.
Not sure if Kyle P Handerhan is right for you?