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About this Advisor
Kyle Tucker is a certified financial planner based out of Raleigh, North Carolina, who has been in the financial industry for 11 years. Tucker currently works for Captrust. They have worked at Captrust for their whole career. Tucker maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in North Carolina and Texas. Captrust is a firm operating out of Raleigh, North Carolina. It has offices in 34 locations and a total of 412 employees. It has $274 billion in assets among its 16,305 client accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm advises 74 charitable organizations. Of its 16,305 accounts, just 8% are held by high-net-worth individuals who have greater than $1 million in assets. Captrust offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and publication of newsletters. Financial advisory fees typically are based on which services the firm provides the client. Fee types charged by Captrust most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Captrust Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
Kyle Tucker Work History
Kyle has 11 years of experience.
Captrust Financial Advisors
Kyle Tucker has no disclosures.
Please visit their SEC profile for more details.