TrueAdvisor
TrueAdvisor
JA
CFP
JA
CFP

Jay David Angotti

Kpc Financial Solutions, LLC
14 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Kpc Financial Solutions, LLC
Compensation
Fee-Only (AUM)
Firm Size
3 advisors
Number of Clients
747 clients
Average Client Portfolio
$80K average
Assets Under Management
$59.7M

Location

1701 W. Northwest Hwy Suite 100, Grapevine, TX, 76051

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Kpc Financial Solutions, LLC
November 2023 - Present · 2 yrs 3 mos
Previous Registrations
Hilltop Securities INC.
February 2023 - November 2023 · 9 mos
Hilltop Securities INC.Broker
February 2023 - November 2023 · 9 mos
Swan Global Investments, LLC
April 2016 - March 2023 · 6 yrs 11 mos
Northern Lights Distributors, LLCBroker
February 2015 - February 2023 · 8 yrs
International Assets Advisory, LLCBroker
October 2013 - December 2014 · 1 yr 2 mos
Kbr Capital Markets, LLCBroker
June 2012 - August 2013 · 1 yr 2 mos
Park Avenue Securities LLC
August 2011 - April 2012 · 8 mos
Park Avenue Securities LLCBroker
March 2011 - April 2012 · 1 yr 1 mo
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.