Kyle P. Wasson
Professional summary
Kyle Patrick Wasson, CFP®, who also goes by Kyle P. Wasson, Kyle Wasson, is a registered financial advisor currently at INSIDE EDGE CAPITAL MANAGEMENT, LLC located in Georgetown, Texas.
Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Kyle has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kyle Patrick Wasson's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2016
Experience
January 27, 2023 - Present
INSIDE EDGE CAPITAL MANAGEMENT, LLC
January 1, 2015 - June 28, 2019
RICHARD P. SLAUGHTER ASSOCIATES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/27/2023)
(1/27/2023)
Current Firm
INSIDE EDGE CAPITAL MANAGEMENT, LLC
CRD#: 315864 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 84 |
| AUM (Assets Under Management) | $ 29,092,479 |
Red Flags
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