linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Kyle Patrick Mulligan

Independence Capital CO., Inc.

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 Patrick Mulligan

Kyle Mulligan is a registered representative with Independence Capital Co., Inc. Kyle is licensed in the state of Florida. Kyle has been in the industry for 2 years. Kyle holds the Series 7TO and SIE exams and specializes in individual portfolio management, financial planning, and the selection of other advisors.

Firm Information

Kyle Mulligan is currently registered with Independence Capital CO., Inc.. Independence Capital CO., Inc. is a Corporation that has been in business since April 29, 1989. The firm is registered with the SEC and in 35 states. They provide financial planning and portfolio management services for individuals and have a total of 439 accounts under management, including both discretionary and non-discretionary accounts. They also offer selection of other advisers as an advisory service.

$88.15M

Assets Under Management

Not reported

Total Clients

32

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

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

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 Mulligan’s Registration & Firm History

OH

06/14/2024 - Present

Independence Capital CO., Inc. (PARMA OH)

Not sure if Kyle Patrick Mulligan is right for you?

Licenses & Designations

BC

Issued 06/14/2024

Series 7TO - General Securities Representative Examination

BC

Issued 04/07/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kyle Patrick Mulligan.
Not sure if Kyle Patrick Mulligan is right for you?