Kyle Paul Bateman

CFP

9 Years of Experience

1 DisclosureSells Insurance

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance Planning

The Patriot Financial Group, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

35 advisors

Number of Clients

3,136 clients

Average Client Portfolio

$767K average

Assets Under Management

$2.4B

Fee Structure

Financial Planning:Investment management only

Location

55 West Street, Suite 201, Walpole, MA, 02081

Get directions

History

Regulatory History (1)

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Financial

November 2017

Final

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Kyle works for Patriot Financial Group providing investment advisory services and Waypoint Wealth Management for financial services and fixed insurance. Both activities take up a full-time commitment each.

Employment History

Current Registrations

The Patriot Financial Group, LLC

May 2019 - Present · 6 yrs 9 mos

Previous Registrations

Cetera Financial Specialists LLCBroker

December 2022 - October 2025 · 2 yrs 10 mos

Securities America, INC.Broker

July 2018 - December 2022 · 4 yrs 5 mos

LPL Financial LLCBroker

April 2016 - July 2018 · 2 yrs 3 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.