Kyle M. Tweet
Professional summary
Kyle Matthew Tweet, ChFC®, CLU® is a registered financial advisor currently at TWEET MANAGEMENT SERVICES, INC. located in La Mesa, California.
Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Kyle has worked at 4 firms and has passed the Series 66, Series 3 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kyle Matthew Tweet's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 5, 2011 - Present
TWEET MANAGEMENT SERVICES, INC.
Office #1: 5480 Baltimore Dr. #206, La Mesa, CA 91942February 7, 2011 - December 31, 2011
SALT CAPITAL MANAGEMENT
January 12, 2009 - December 31, 2010
SALT CAPITAL MANAGEMENT
September 13, 2001 - January 6, 2009
AMERIPRISE FINANCIAL SERVICES, LLC
August 22, 2001 - July 3, 2006
IDS LIFE INSURANCE COMPANY
August 22, 2001 - January 6, 2009
AMERIPRISE FINANCIAL SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/5/2011)
Exams
Current Firm
TWEET MANAGEMENT SERVICES, INC.
CRD#: 156730 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 371 |
| AUM (Assets Under Management) | $ 109,000,000 |
Red Flags
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