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Michael Wayne Word

Kg & l Capital Management, LLC

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About Michael Wayne Word

Michael Word is an investment advisor representative who has been in the industry since 1993. Michael is registered with Kg&l Capital Management, LLC in Louisiana and Texas and is also registered in Louisiana as an Investment Advisor Representative. Michael was previously registered with Sterne, Agee & Leach, Inc., Multi-Financial Securities Corporation, Stanford Group Company, Raymond James Financial Services, Inc., FSC Securities Corporation, and Edward D. Jones & Co., L.P. Michael has experience working with individuals, corporations, and charitable organizations.

Firm Information

Michael Word is currently registered with Kg & l Capital Management, LLC. Kg&l Capital Management, LLC is an investment advisory firm based in SAINT FRANCISVILLE, LA. They provide a variety of advisory services, including financial planning, selection of other advisors, and portfolio management for individuals, businesses, and charitable organizations. The firm manages over $349 million in assets for 1175 clients.
Kg & l Capital Management, LLC

4782 PROSPERITY STREET

SAINT FRANCISVILLE, LA 70775

$349.22M

Assets Under Management

Not reported

Total Clients

13

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.

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financial planning services

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

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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.

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percentage of assets

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

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other

Fees are negotiable

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Michael Word’s Registration & Firm History

LA

01/27/2022 - Present

Kg&l Capital Management, LLC (SAINT FRANCISVILLE LA)

LA

03/26/2009 - 08/13/2010

STERNE, AGEE & LEACH, INC. (BATON ROUGE LA)

LA

03/10/2009 - 03/17/2009

MULTI-FINANCIAL SECURITIES CORPORATION (BATON ROUGE LA)

LA

12/03/2001 - 03/11/2009

STANFORD GROUP COMPANY (ZACHARY LA)

FL

09/07/1999 - 12/03/2001

RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)

GA

06/23/1995 - 09/02/1999

FSC SECURITIES CORPORATION (ATLANTA GA)

MO

05/25/1993 - 12/21/1994

EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)

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Licenses & Designations

IA

Issued 04/01/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/01/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/31/2000

Series 24 - General Securities Principal Examination

BC

Issued 05/24/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Wayne Word.
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