Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle McCarthy is a registered investment advisor representative with Dunham & Associates Investment Counsel, Inc. Kyle is licensed to provide advisory services in California and Texas. Kyle has been in the financial industry since 2020 and has experience providing portfolio management for individuals, businesses, and investment companies.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset-allocation services
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
05/31/2023 - Present
Dunham & Associates Investment Counsel, Inc. (SAN DIEGO CA)
BOTH
Issued 03/29/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/28/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/06/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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