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Kyle David Sikes

WEALTHPOINT FINANCIAL LLC·CRAMERTON, North Carolina
SIE, Series 7, Series 66Clean record11 years registeredWEALTHPOINT FINANCIAL LLC
102 HIDDEN PASTURES DR., CRAMERTON, NC 28032CRD# 6379686Firm CRD# 332312

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kyle David Sikes · CRAMERTON, NC
Registration
CRD #6379686 · WEALTHPOINT FINANCIAL LLC · 11 years registered
Brand Profile
Not yet started
01

Career History

WEALTHPOINT ADVISORS
Sep 2024 – present
DEMPSEY LORD SMITH, LLC
Jul 2019 – Sep 2024
Cramerton, NC
KALOS MANAGEMENT
Mar 2017 – Jul 2019
Belmont, NC
PROSPERA FINANCIAL SERVICES, INC.
Jan 2016 – Jan 2017
Belmont, NC
CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC
Nov 2014 – Jan 2016
BELMONT, NC
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · November 10, 2014
Years registered · 11
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WEALTHPOINT FINANCIAL LLC
CRD 332312 · SEC 801-130837
AUM
$121M
Regulatory assets under management
Employees
6
874 client accounts
Services offered by WEALTHPOINT FINANCIAL LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at WEALTHPOINT FINANCIAL LLC →
Introduction

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05

Frequently Asked Questions

What services does Kyle David Sikes offer?
Kyle David Sikes specializes in Financial Planning, Investment Management. Contact their office in CRAMERTON, North Carolina for a consultation.
What are Kyle David Sikes's credentials?
Kyle David Sikes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kyle David Sikes located?
Kyle David Sikes is based in CRAMERTON, North Carolina, working with WEALTHPOINT FINANCIAL LLC. Their office serves clients in the CRAMERTON metropolitan area and surrounding communities.
How does Kyle David Sikes charge for services?
Kyle David Sikes'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 WEALTHPOINT FINANCIAL LLC?
WEALTHPOINT FINANCIAL LLC has approximately 6 employees and manages $121M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WEALTHPOINT FINANCIAL LLC

Lauren Skidmore Ivester
CRAMERTON, NC
Cory Adam Shuford
CRAMERTON, NC
CFP

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Research
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