Carolyn
Kitzel
Spire Wealth Management, LLC
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About this Advisor
Carolyn Kitzel is a financial advisor based in Fort Lauderdale, Florida, working with Spire Wealth Management, LLC. Carolyn has previously held positions at J.P. Morgan Securities LLC, Capital Wealth Advisors, Ck Consulting, Regions Trust & Wealth Management, 501(C)(3) Consulting & Marketing, and Corbett Road. Carolyn has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Florida. Currently, Carolyn is part of Spire Wealth Management, LLC, which operates out of Fort Lauderdale, Florida. The firm has 47 offices and 165 employees. The firm manages assets totaling $4.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Spire Wealth Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Spire Wealth Management, LLC Brokerage Details
$4,777,743,993
165
15,951
$299,526
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Carolyn Kitzel Work History
Corbett Road
501(C)(3) Consulting & Marketing
Capital Wealth Advisors
Ck Consulting
Regions Trust & Wealth Management
Ck Consulting
J.P. Morgan Securities LLC
Disclosures
Please visit the SEC profile of Carolyn Kitzel 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 Spire Wealth Management, LLC
Fort Lauderdale, FL
Wilmington, NC
Xenia, OH
Mc Lean, VA
Colorado Springs, CO
Knoxville, TN
Saint Louis, MO
Bedminster, NJ
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