Yvette
Spillman
Kinetic Investment Management, Inc
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About this Advisor
Yvette Spillman is a financial advisor working out of Temecula, California with a total of 1 year of industry experience. Spillman currently works for Kinetic Investment Management, Inc. The advisor has gained experience at Southern Az Retirement Council, Redhawk Wealth Advisors, Inc, Balboa Wealth Partners, Inc, Optivise Advisory Services, Oneamerica Securities, Kinetic Investment Management, Inc, American United Life, Southern Ca Retirement Council/ P.K.A Wealth Protection Partners and Virtue Capital Management, LLC. Spillman has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in California. Kinetic Investment Management, Inc is an advisory company headquartered in Los Angeles, CA. The company has offices in 18 locations and a total of 22 advisors. It administers $249 million in total assets among its 2,409 accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 2,409 client accounts, just 3% are held by high-net-worth clients who have at least $1 million in assets available to invest. Kinetic Investment Management, Inc provides a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees for financial management largely depend on which services are provided. However, fee types charged by Kinetic Investment Management, Inc most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kinetic Investment Management, Inc Brokerage Details
$249,308,919
22
2,409
$103,491
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Yvette Spillman Work History
Yvette has been registered as a financial advisor for 1 years.*
Oneamerica Securities
Kinetic Investment Management, Inc
American United Life
Optivise Advisory Services
Virtue Capital Management, LLC
Balboa Wealth Partners, Inc
Redhawk Wealth Advisors, Inc
Southern Ca Retirement Council/ P.K.A Wealth Protection Partners
Southern Az Retirement Council
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Yvette Spillman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Kinetic Investment Management, Inc
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Glendale, CA
San Diego, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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