Kyle Roulet
Kyle Roulet is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Folsom, CA, with 20 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
950 Iron Point Drive, Suite 140, Folsom, CA, 95630
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2016Other Business Activities
Kyle coaches high school football, dedicating about 10-20% of his time to this activity. He is also an officer and president of R6 Wealth Partners, the DBA for his investment advisor role with Raymond James, dedicating about half his time or more.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Edward Jones
Edward JonesBroker
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations15 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.