JW
Jim K. Wyatt
WYATT FINANCIAL L.L.C.
CARY, NC 27511
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CRD#: 4488893
JW
Professional summary
Jim K Wyatt is a registered financial advisor currently at WYATT FINANCIAL L.L.C. located in Cary, North Carolina.
Jim is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Jim has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Name: Wyatt Family Office, L.L.C. Investment related: No Address:Cary, NC Start: 2020 Nature: providing tax and planning services. Title: Owner/Tax Prep Mr. Wyatt will spend up to 30% of his time on his tax and planning practice.
CRS (Client Relationship Summary) - RIA
Click below to view Jim K Wyatt's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
November 24, 2008 - Present
WYATT FINANCIAL L.L.C.
Office #1: 1125 Kildaire Farm Road Suite 205, Cary, NC 27511RIA
CRD#: 145809
CARY, NC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
North Carolina(11/24/2008)
Current Firm
WF
WYATT FINANCIAL L.L.C.
WYATT FINANCIAL COUNSELING | WYATT FINANCIAL, LLC | WYATT FINANCIAL, L.L.C. | WYATT FINANCIAL L.L.C.
CRD#: 145809 / SEC#:
North Carolina
Registered Investment Advisory firm - (11/24/2008 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
514 Queensferry Rd., Cary, NC 27511
Mailing Address
Phone number
(919) 622-2980
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 56 |
| AUM (Assets Under Management) | $ 39,031,000 |
Red Flags
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Company Information
WYATT FINANCIAL L.L.C.
CRD#: 145809Cary, NC 27511TRUST BUT VERIFY
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