Kyle Wentland (CRD# 7070082) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Harriman, TN and has over 5 years of experience in the finance industry.
CRD# 5686846
Primerica Advisors
CRD# 2790169
Silver Oak Securities, Inc.
CRD# 1609391
Empower Advisory Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Securities America Advisors | Harriman, TN | Feb 2023 - Current | 1 |
| Securities America, Inc. | Harriman, TN | Feb 2023 - Current | 1 |
| Primerica Financial Services | Rochester, NY | Dec 2018 - Current | 5 |
| Securities America, Inc. | Victor, NY | Jul 2021 - Feb 2023 | 1 |
| Securities America Advisors | Victor, NY | Jul 2021 - Feb 2023 | 1 |
| Pfs Investments Inc. | Rochester, NY | Feb 2019 - Jul 2021 | 2 |
| Wikoff Color Corporation | Rochester, NY | Aug 2015 - Oct 2019 | 4 |
| Petsmart | Victor, NY | Oct 2011 - Jul 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2019 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2021 |
- NY
- TN
-
Total Assets Under Management40,420MILLIONS
-
Total Number of Accounts211,150ACCOUNTS
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Average Account Value$191,430
- A percentage of assets under your management
- Hourly charges
- 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
- Pension consulting services
- 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, VI, VT, WA, WI, WV, WY
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