Carolyn
Kitzel
Spire Wealth Management, LLC
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About this Advisor
Carolyn Kitzel is a certified financial planner based out of Fort Lauderdale, Florida who has 2 years of relevant experience. Kitzel works at Spire Wealth Management, LLC. Throughout their career, Kitzel has worked at 501(C)(3) Consulting & Marketing, Ck Consulting, Corbett Road, Regions Trust & Wealth Management, Charles Schwab & Co., Inc, Charles Schwab Bank, J.P. Morgan Securities LLC and Capital Wealth Advisors. Kitzel holds Series 63, Series 65 and Series 66 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to serve investors in Florida. Spire Wealth Management, LLC is a firm that has its headquarters in Mc Lean, VA. The company has offices in 45 locations and a total of 138 advisors. It controls $4 billion in assets under management between its 14,882 accounts, making it one of the biggest firms in the nation by assets under management. The firm provides services to 35 charities and foundations. Of its 14,882 accounts, just 1% are held by high-net-worth investors who have greater than $1 million in assets available to invest. Spire Wealth Management, LLC provides a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial advisory fees vary depending on the financial services provided. However, fees billed by Spire Wealth Management, LLC most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Spire Wealth Management, LLC Brokerage Details
$3,880,542,514
138
14,882
$260,754
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Carolyn Kitzel Work History
Carolyn has been registered as a financial advisor for 2 years.*
Corbett Road
501(C)(3) Consulting & Marketing
Ck Consulting
Capital Wealth Advisors
Regions Trust & Wealth Management
Ck Consulting
J.P. Morgan Securities LLC
Charles Schwab & Co., Inc
Charles Schwab Bank
*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 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
Mc Lean, VA
Bethesda, MD
Fort Lauderdale, FL
Charlotte, NC
Mc Lean, VA
Alexandria, VA
Newburgh, NY
Mc Lean, VA
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
