Unclaimed Profile

Kyle B Whittington

MELD FINANCIAL, INC.·BIRMINGHAM, Alabama

SIE, Series 7, Series 24, Series 66CFPClean record18 years registeredMELD FINANCIAL, INC.

3008 PUMP HOUSE RD., BIRMINGHAM, AL 35243CRD# 5295189Firm CRD# 118896

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kyle B Whittington · BIRMINGHAM, AL

Registration

CRD #5295189 · MELD FINANCIAL, INC. · 18 years registered

Brand Profile

Not yet started

Career History

MELD FINANCIAL, INC.

Apr 2008 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · April 15, 2008

Years registered · 18

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MELD FINANCIAL, INC.

CRD 118896 · SEC 801-62981

AUM

$594M

Regulatory assets under management

Employees

1,646 client accounts

Services offered by MELD FINANCIAL, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at MELD FINANCIAL, INC. →

Introduction

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Frequently Asked Questions

What services does Kyle B Whittington offer?

Kyle B Whittington specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BIRMINGHAM, Alabama for a consultation.

What are Kyle B Whittington's credentials?

Kyle B Whittington holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Kyle B Whittington located?

Kyle B Whittington is based in BIRMINGHAM, Alabama, working with MELD FINANCIAL, INC.. Their office serves clients in the BIRMINGHAM metropolitan area and surrounding communities.

How does Kyle B Whittington charge for services?

Kyle B Whittington's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MELD FINANCIAL, INC.?

MELD FINANCIAL, INC. has approximately 11 employees and manages $594M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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