Kyle Whitney Marks
Investment adviser representative at Advisory Solutions Group
18 yearsExperience
1 stateRegistered in
$408.4MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Advisory Solutions GroupMar 2026 to now
- Wealth Enhancement Advisory ServicesDec 2024 to now
- Wealth Enhancement Brokerage ServicesDec 2024 to now
- Wealth Enhancement GroupDec 2024 to now
- LPL Financial LLCDec 2024 to Jun 2025
- Secu Life Insurance CompanyOct 2014 to Nov 2024
- Members Trust CompanySep 2012 to Nov 2024
- Credit Union Investment ServicesJul 2011 to Nov 2024
- Secu Brokerage ServicesFeb 2011 to Nov 2024
- State Employees' Credit UnionJan 2008 to Nov 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 1 state (NC).
Advisory Solutions Group
Legal name: Advisory Solutions Group, LLC
$408.4MAssets managed
807Clients
42Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5896482
- Firm CRD
- 339919