KW
KW

Kyle Winder

12 Years of Experience
Wake Forest, NC
Broker

Kyle Winder is a registered investment advisor, based in Wake Forest, NC, with 12 years of industry experience.

Location

Wake Forest, NC

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Kyle is the President of The Flight Plan Group LLC, making referrals and trading, dedicating about 35-40% of his time. He is also an advisory representative of an RIA called CIRA, spending nearly full-time hours trading.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
March 2024 - Present · 2 yrs 6 mos
Cambridge Investment Research, INC.Broker
March 2024 - Present · 2 yrs 6 mos
Previous Registrations
Principal Securities, INC.
February 2014 - March 2024 · 10 yrs 1 mo
Principal Securities, INC.Broker
December 2013 - March 2024 · 10 yrs 3 mos
State Registrations4 states
DEMINCSC
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.
Kyle Winder - Financial Advisor | TrueAdvisor