Kyle Sweeney is a registered investment advisor, based in Richardson, TX, with 4 years of industry experience.
Location
3400 N Central Expy, Unit 110, Richardson, TX, 75080
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kyle sells fixed/traditional insurance products as an agent for 49 Financial, dedicating minimal time. He also works as a flag runner for the Dallas Cowboys and is an Investment Advisor Representative for 49 Wealth Management, spending full-time hours on financial planning and advice.
Employment History
Current Registrations
Oakwood Capital Securities, INC.Broker
49 Financial
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
State Registrations10 states
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