Kaylyn C. Bugay
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Kaylyn Codi Bugay, who also goes by Kaylyn Hicks, was a registered financial professional .
Kaylyn is a previously registered financial professional and started their career in finance in 2023. Kaylyn had worked at 1 firm .
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
December 1, 2023 - October 15, 2024
FINANCIAL INSIGHTS WEALTH MANAGEMENT
Primary Firm SEC Registration
FINANCIAL INSIGHTS WEALTH MANAGEMENT
CRD#: 108797 / SEC#: 801-21624
State Registrations and Notice Filings
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Exams
Current Firm
FINANCIAL INSIGHTS WEALTH MANAGEMENT
CRD#: 108797 / SEC#: 801-21624
Contact information
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,950 |
| AUM (Assets Under Management) | $ 662,711,005 |
Red Flags
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