Kylar Gee, financial advisor Tyler TX

Kylar Gee

CRD Number: 7009516
Current Firm: Gibson Wealth Advisors, LLC

Kylar Gee (CRD# 7009516) is an Investment Advisor Representative working at Gibson Wealth Advisors, LLC in Tyler, TX and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Gibson Wealth Advisors Tyler, TX Jan 2024 - Current < 1
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Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2024
Contact Info for Kylar D. Gee
Phone Number: 214-347-7475
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    140
    MILLIONS
  • Total Number of Accounts
    396
    ACCOUNTS
  • Average Account Value
    $353,845
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

TX

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