Kyle Duffy
Kyle Duffy is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Incline Village, NV, with 2 years of industry experience. Kyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning. Their firm serves 3,279 clients with $1.5B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
923 Tahoe Blvd, Incline Village, NV, 89451
Get directionsHistory
Regulatory History (1)
Financial
October 2018Other Business Activities
Kyle is a board member of Seniors First, a non-profit organization, since 2019. He spends minimal time attending monthly board meetings.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
U.S. Bancorp Advisors, LLC
Previous Registrations
U.S. Bancorp Investments, INC.Broker
U.S. Bancorp Investments, INC.
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations9 states
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.