Kyle Harris (CRD# 6289600) is an Investment Advisor Representative working at Two West Capital Advisors LLC in Overland Park, KS and has over 10 years of experience in the finance industry.
CRD# 6202919
Equitable Advisors, LLC
CRD# 2279746
Copper Financial
CRD# 6844537
Creative Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Two West Capital Advisors LLC | Overland Park, KS | Oct 2022 - Current | 1 |
| Tiaa-cref Individual & Institutional Services, LLC | Charlotte, NC | Jan 2014 - Oct 2022 | 8 |
| Tiaa | Charlotte, NC | Jan 2014 - Oct 2022 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2014 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2023 |
- KS
- NC
-
Total Assets Under Management2,760MILLIONS
-
Total Number of Accounts1,035ACCOUNTS
-
Average Account Value$2,666,888
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, IA, KS, LA, MA, MO, NC, NY, OK, PA, TX
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