Kyle A. Cain
FORESIGHT FINANCIAL ADVISORY
Jupiter, FL
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CRD#: 5447591
Professional summary
Kyle Ashton Andrew Cain, CFP®, CIMA®, who also goes by Kyle A Cain, is a registered financial advisor currently at FORESIGHT FINANCIAL ADVISORY located in Jupiter, Florida and FREEDOM FAMILY OFFICE, LLC located in Palm Beach Gardens, Florida.
Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Kyle has worked at 5 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Biography
Kyle Cain is the President of Foresight Financial Advisory. With over 10yrs experience working at big financial institutions, Kyle has been able to work with thousands of individuals and families from all walks of life. This experience has granted him access to some of the best minds in the world but has also shown him the pitfalls and conflicts of interest that are unfortunately seeded within these giant firms. So, Kyle created Foresight Financial Advisory to use his expertise as a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Investment Management Analyst® advisor, published author, as well as former adjunct professor teaching financial planning courses, to provide the best that the industry has to offer without the usual conflicts of interest.
Question & Answer
What are your service offerings?
Small Business Planning
Investment Planning
Social Security Planning
Employee and Employer Plan Ben...
Tax Planning
Retirement Planning
Estate Planning
Divorce Planning
Retirement Income Management
Comprehensive Financial Planni...
Insurance Planning
Do you have an area of expertise or specialization?
Business Owners
Corporate Executives
Divorce Planning
Entrepreneurs
Estate & Generational Planning...
High Net Worth Client Needs
Are you a "fiduciary"?
Yes
Aliases
Kyle A Cain
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.
1) Foresight Financial Advisory, investment related, Palm Beach Gardens, FL, Registered Investment Adviser, President/Managing Member/CCO/IAR, Start Date 11/2019, approximately 10 hours/month devoted to this business with the majority during securities trading hours 3) Freedom Family Office, LLC, investment related, New York, NY, Registered Investment Adviser, Investment Adviser Representative, Start Date 12/2020, approximately 140 hours/month devoted to this business with the majority during securities trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Kyle Ashton Andrew Cain'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®
CFP®
Start date: 2010
Experience
Current
July 17, 2020 - Present
FORESIGHT FINANCIAL ADVISORY
RIA
CRD#: 307338
Jupiter, FL
Current
January 29, 2021 - Present
FREEDOM FAMILY OFFICE, LLC
RIA
CRD#: 310275
Palm Beach Gardens, FL
Past
October 6, 2015 - January 4, 2019
J.P. MORGAN SECURITIES LLC
RIA
CRD#: 79
PALM BEACH, FL
Past
October 5, 2015 - January 4, 2019
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
PALM BEACH, FL
Past
September 30, 2010 - July 31, 2015
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
PALM BEACH GARDENS, FL
Past
December 10, 2007 - July 31, 2015
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
PALM BEACH GARDENS, FL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FF
FREEDOM FAMILY OFFICE, LLC
FREEDOM FAMILY OFFICE, LLC
CRD#: 310275 / SEC#: 801-119576
RIA
Registered Investment Advisory firm - (10/2/2020 Approved)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
Florida(7/17/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
FF
FREEDOM FAMILY OFFICE, LLC
FREEDOM FAMILY OFFICE, LLC
CRD#: 310275 / SEC#: 801-119576
RIA
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Contact information
Main Address
Jupiter, FL
Mailing Address
9450 Sw Gemini Drive Pmb 68338, Beaverton, OR 97008
Phone number
(855) 540-0400
Established
Firm type
Fiscal year end
# of Employees
13
SEC notice filing (11 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 163 |
| AUM (Assets Under Management) | $ 143,471,000 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/23/2024 | ||
| 06/16/2023 | ||
| 01/27/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
