Kyle
Fellers
Dl Carlson Investment Group Inc
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About this Advisor
Kyle Fellers is a financial advisor who works out of Concord, New Hampshire with 7 years of industry experience. Fellers is on the advisory team at Dl Carlson Investment Group Inc. Throughout their career, Fellers has worked at Fidelity Brokerage Services Inc and Dl Carlson Investment Group, Inc. Fellers holds Series 63 and Series 66 licenses, designating them as a securities broker, and can work in Massachusetts and New Hampshire. Dl Carlson Investment Group Inc is a registered investment business operating out of Concord, NH. It has $657 million in total assets among its 820 customer accounts, placing it among the bigger firms in the nation by assets under management. The firm advises five charitable organizations. Of its 820 client accounts, 31% are held by high-net-worth clients who have more than $1 million in investable assets. The company performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. A financial advisor's fee schedules vary depending on the services. Fees charged by Dl Carlson Investment Group Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Dl Carlson Investment Group Inc Brokerage Details
$656,590,464
13
820
$800,720
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Kyle Fellers Work History
Kyle has been registered as a financial advisor for 7 years.*
Dl Carlson Investment Group, Inc
Fidelity Brokerage Services Inc
*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 Kyle Fellers 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 Dl Carlson Investment Group Inc
Concord, NH
Concord, NH
Concord, NH
Concord, NH
Concord, NH
Concord, NH
Concord, NH
Concord, NH
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