Kyle Wade Price

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2009 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 04/2009 → 05/2021
  Equitable Advisors, Llc
  New York, NY
• 05/2021 → 08/2023
  Capstone Capital Group, Inc.
  Henderson, NV
• 08/2023 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2021-05-17 → 2023-07-11
  Capstone Capital Wealth Advisors
  Henderson, NV
• 2009-08-31 → 2021-05-19
  Equitable Advisors, Llc
  Las Vegas, NV

Other Businesses

1. Kore Wealth Management, 2520 St. Rose Pkwy., Suite 217, Henderson NV 89074, United States, 10/01/2023, IAR, DBA Name, INV REL, 160 HR/MO - 100 HR/MO TRADING

Exams

• S66 Uniform Combined State Law Examination
  2009-08-19

Designations

• Certified Financial Planner

Other Names

• Kyle Price