KP
KP

Kyle Parker

19 Years of Experience
Raleigh, NC
BrokerSells Insurance

Kyle Parker is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Raleigh, NC, with 19 years of industry experience. Kyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients.

Compensation
Fixed/Hourly
Firm Size
2117 advisors
Number of Clients
1 client
Average Client Portfolio
Not specified

Fee Structure

Investment management only (planning not offered)

NMIS does not manage accounts directly for individual clients. NMIS provides referral services to other investment advisors and fixed income advice to other investment advisors.

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Location

1201 Edwards Mill Rd, Ste 200, Raleigh, NC, 27607

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Kyle may earn commissions from selling non-variable life, health, annuity, and/or disability income insurance products from companies not affiliated with Northwestern Mutual. Kyle also owns MBP of Wake, LLC, receiving WMC compensation, and spends about a quarter to about half of his time on this. He also owns 50% of an investment property and owns JUNE1, LLC, spending minimal time on each.

Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
October 2007 - Present · 18 yrs 7 mos
Northwestern Mutual Investment Services, LLCBroker
May 2006 - Present · 20 yrs
State Registrations37 states
AKAZCACOCTDCFLGAHIILINKSKYLAMAMDMIMNMOMSNCNJNMNYOHOKORPARISCSDTNTXVAWAWIWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.