Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Whisenhunt is a financial advisor with over 9 years of experience in the industry. Kyle is registered with the state of California and currently works with HoyleCohen, LLC. Before joining HoyleCohen, Kyle was a financial advisor with SAGEPOINT FINANCIAL, INC. in San Diego, California. Kyle holds the Series 66, Series 7, and SIE licenses, and is a Certified Financial Planner. Kyle focuses on providing financial planning services to individuals, high-net-worth individuals, families, corporations, pension and profit-sharing plans, and charitable organizations.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Credit and cash management solutions
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.
Revenue sharing on eligible credit and cash management solutions
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2
CA
05/31/2023 - Present
Hoylecohen, LLC (SAN DIEGO CA)
CA
11/15/2016 - 07/11/2022
SAGEPOINT FINANCIAL, INC. (SAN DIEGO CA)
BOTH
Issued 03/06/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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