Kyle
Ray
Full Sail Capital, LLC
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About this Advisor
Kyle Ray is a financial advisor based in Oklahoma City, Oklahoma, working with Full Sail Capital, LLC. Kyle has previously held positions at Saxony Securities Inc, Walters Lakeside Golf Course, Montgomery Square Properties, LLC, City National Bank, Dallas National Golf Club, Fidelity Investments, Ironhorse Investments & Estate Planning, Plan Group Financial, Inc, and Full Sail Capital, LLC. Kyle has passed the Series 66 regulatory exam and is registered to provide services in Oklahoma and Texas. Currently, Kyle is part of Full Sail Capital, LLC, which operates out of Oklahoma City, Oklahoma. The firm has 16 employees and manages assets totaling $1.8 billion. The firm 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, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The fee structure at Full Sail Capital, LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Full Sail Capital, LLC Brokerage Details
$1,831,472,226
16
1,609
$1,138,267
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
- Selection of other advisers
Kyle Ray Work History
Full Sail Capital, LLC
Plan Group Financial, Inc
Saxony Securities Inc
Ironhorse Investments & Estate Planning
Fidelity Investments
Unemployed, In School
City National Bank
Unemployed, In School
City National Bank
Unemployed, In School
Dallas National Golf Club
Unemployed, In School
City National Bank
Unemployed, In School
City National Bank
Montgomery Square Properties, LLC
Unemployed, In School
Walters Lakeside Golf Course
Unemployed, In School
Disclosures
Please visit the SEC profile of Kyle Ray 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 Full Sail Capital, LLC
Oklahoma City, OK
Oklahoma City, OK
Oklahoma City, OK
Oklahoma City, OK
Oklahoma City, OK
Oklahoma City, OK
Oklahoma City, OK
Oklahoma City, OK
The content in this profile was updated by SmartAsset on 6/19/2024. 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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