Kyle Pitman (CRD# 6830246) is an Investment Advisor Representative working at Captrust in Phoenix, AZ and has over 6 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Capfinancial Partners, Llc. (captrust) | Raleigh, NC | Nov 2020 - Current | 3 |
| Mra Associates | Phoenix, AZ | Aug 2018 - Nov 2020 | 2 |
| Goldman Sachs | Salt Lake City, UT | Jul 2017 - Jul 2018 | 1 |
| Unemployed | Phoenix, AZ | May 2017 - Jul 2017 | < 1 |
| Hamilton College | Clinton, NY | Aug 2015 - May 2017 | 1 |
| Hamilton College - New York | Clinton, NY | Aug 2013 - May 2017 | 3 |
| Mra Associates | Phoenix, AZ | May 2016 - Aug 2016 | < 1 |
| National Bank Of Arizona | Phoenix, AZ | Jun 2015 - Aug 2015 | < 1 |
| Hamilton College | Clinton, NY | Aug 2014 - May 2015 | < 1 |
| Unemployed | Phoenix, AZ | May 2013 - Aug 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2017 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2018 |
- AZ
-
Total Assets Under Management852,173MILLIONS
-
Total Number of Accounts100,603ACCOUNTS
-
Average Account Value$8,470,653
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
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
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