Kyle Clark is a registered investment advisor, based in Sacramento, CA, with 9 years of industry experience.
Location
740 University Avenue, Sacramento, CA, 95825
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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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Kyle is the treasurer for Golden Eagle Baseball, a sports league, since October 2024. He spends a few hours per week on duties such as paying bills and providing financials.
Employment History
Current Registrations
Capfinancial Securities, LLC.Broker
January 2021 - Present · 5 yrs 4 mos
Captrust
January 2021 - Present · 5 yrs 4 mos
Previous Registrations
Genovese Burford & Brothers Wealth and Retirement Plan Mgmt, LLC
October 2016 - March 2021 · 4 yrs 5 mos
Royal Alliance Associates, INC.Broker
June 2016 - February 2021 · 4 yrs 8 mos
State Registrations1 state
CA
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.