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Kyle David Sikes

WEALTHPOINT FINANCIAL LLC·CRAMERTON, North Carolina
Unclaimed Profile
102 HIDDEN PASTURES DR., CRAMERTON, NC 28032CRD# 6379686Firm CRD# 332312
01

About

Kyle David Sikes is a registered financial advisor based in CRAMERTON, North Carolina, affiliated with WEALTHPOINT FINANCIAL LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
WEALTHPOINT FINANCIAL LLC
WEALTHPOINT ADVISORS
AUM
$121M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at WEALTHPOINT FINANCIAL LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6379686
Firm CRD# 332312
No disclosures on file
View on FINRA BrokerCheck →

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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 in CRAMERTON
Cory Adam Shuford — WEALTHPOINT FINANCIAL LLCLauren Skidmore Ivester — WEALTHPOINT FINANCIAL LLC
Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)
City Guides
CHARLOTTE GuideRALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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