K

Kyle Lonsinger's
email & phone

Current Position:

Wealth Advisor at Accurate Advisory Group Inc.

Experience:

9 years

Location:

Sarasota, Florida, United States

How to contact Kyle Lonsinger

emailk**@accurateadvisory.com
phone+1-***-***-4775
LinkedIn
GitHub
Skype

Work Experience

Wealth Advisor at Accurate Advisory Group Inc.

Jul 2024 - Current

Financial Advisor at Integrity Wealth

Jun 2023 - Current

Wealth Planning Specialist at Merrill Lynch

Feb 2022 - Jun 2023

Registered Client Associate at Merrill Lynch

Mar 2020 - Feb 2022

Financial Consultant at TD Ameritrade

Jan 2019 - Mar 2020

Financial Advisor at NEN Financial, Inc.

Oct 2016 - Jan 2019

Kyle Lonsinger started working in 2016, then the employee has changed 4 companies and 4 jobs. On average, Kyle Lonsinger works for one company for 1 year 9 months.

Education

Investment Management Theory & Practice at Yale School of Management

Executive Certificate in Financial Planning at Duquesne University

Bachelor of Science - BS at Penn State University

Current Company Information Accurate Advisory Group Inc.

Name: Accurate Advisory Group Inc.

Speciality: Estate Planning, Financial Services, Insurance, Retirement, Investments

Location: Wesley Chapel, FL, United States

Employees: 10-50

HQ Phone: (813) 994-0984

Description: Our secret to achieving unprecedented results for our clients is simple: we work at the intersection of tax planning, investment planning and legal/estate strategy. Headquartered ...

Frequently Asked Questions

What is Kyle Lonsinger's minimum period of employment in the companies?

Kyle Lonsinger's minimum period of employment in various companies is 1 year 2 months.

What is Kyle Lonsinger's average duration of employment for different companies?

On average, Kyle Lonsinger works for one company for 1 year 8 months

What industries has Kyle Lonsinger worked in?

Kyle Lonsinger works in the Financial Services.

What positions has Kyle Lonsinger held before?

Previously, Kyle Lonsinger worked as a Financial Advisor, and Wealth Planning Specialist, and Registered Client Associate, and Financial Consultant.

How do I contact Kyle Lonsinger?

Kyle Lonsinger's email address is k**@accurateadvisory.com, phone number is +1-***-***-4775. Sign up to get contact details.

Who is the President/CEO/Director of the Accurate Advisory Group Inc.?

The President/CEO/Director of the Accurate Advisory Group Inc. is Jonathan Howard

Who are Kyle Lonsinger's peers at other companies?

Kyle Lonsinger's peers at other companies are Raj Seekumar and Little Norm and Jamal Eiriksson
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