Kyle Klinek (CRD# 7539015) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Durham, NC and has 1 year of experience in the finance industry.
CRD# 5888654
Cambridge Investment Research Advisors, Inc.
CRD# 2756872
Absher Wealth Management, LLC
CRD# 5412830
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Raleigh, NC | Apr 2022 - Current | 2 |
| Stockbots Crypto | Raleigh, NC | Nov 2017 - Apr 2022 | 4 |
| Student At Methodist University | Fayetteville, NC | Aug 2019 - May 2021 | 1 |
| Chevy Chase Club | Chevy Chase, NC | May 2020 - Aug 2020 | < 1 |
| Lucky 32 Southern Kitchen | Cary, NC | Sep 2018 - Aug 2019 | < 1 |
| Stilllife Nightclub | Raleigh, NC | Jan 2019 - Jun 2019 | < 1 |
| Unemployed | Apex, NC | Jul 2017 - Nov 2017 | < 1 |
| Mccrorey Family Ymca | Charlotte, NC | Aug 2016 - Jul 2017 | < 1 |
| Student At Unc Charlotte | Charlotte, NC | Aug 2014 - May 2017 | 2 |
| Rdu Tennis | Charlotte And Apex, NC | May 2016 - Aug 2016 | < 1 |
| Unemployed | Apex, NC | Jun 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2022 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2022 |
- NC
- TX
-
Total Assets Under Management818,776MILLIONS
-
Total Number of Accounts1,991,043ACCOUNTS
-
Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.