2001 -
now Financial Advisor @ Botsford Private Wealth
2017 -
now Partner, Regional Director of Investments @ Botsford Private Wealth
2014 -
now Chief Investment Officer @ Botsford Financial Group
Kyle Shores Education
University of North Texas
BBA (Financial Planning)
1997
-
2001
Malakoff High School 1996
-
1997
Maypearl High School 1994
-
1996
Mansfield High School 1993
-
1994
Kyle Shores Skills
Investments
Wealth Management
Financial Advisory
Mutual Funds
Retirement Planning
Investment Advisory
Alternative Investments
Asset Allocation
Asset Management
Financial Services
Financial Planning
Fixed Annuities
Insurance
Finance
Portfolio Management
Investment Strategies
FINRA
Series 63
Retirement
Series 65
Personal Financial Planning
ETFs
Private Equity
Investment Advisory Services
Separately Managed Accounts
Strategy
401k Rollover Services
Securities
Series 7
Kyle Shores Summary
Kyle Shores, based in Texas, United States, is currently a Partner | Wealth Manager at Merit. Kyle Shores brings experience from previous roles at Botsford Private Wealth and Botsford Financial Group. Kyle Shores holds a 1997 - 2001 BBA in Financial Planning @ University of North Texas. With a robust skill set that includes Investments, Wealth Management, Financial Advisory, Mutual Funds, Retirement Planning and more. Kyle Shores has 1 emails and 1 mobile phone numbers on RocketReach.
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