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Kyle David Sikes

Investment Adviser Representative at WEALTHPOINT ADVISORS

Cramerton, NCCRD #6379686Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
12 yrs
States Registered
3 states
Exams Passed
3

Registrations & licenses

Registration type
Dual-registered
Registered in 3 states
FloridaNorth CarolinaSouth Carolina
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 11/10/2014
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 8/26/2014

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
First Tier1.30%
Second Tier1.20%
Third Tier1.10%
Fourth Tier1.00%
Fifth Tier0.85%
Source

Wealthpoint Advisors Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

WEALTHPOINT ADVISORSCurrent
9/12/2024Cramerton, NC
DEMPSEY LORD SMITH, LLC
7/22/20199/11/2024Cramerton, NC
KALOS MANAGEMENT
3/2/20177/22/2019Belmont, NC
PROSPERA FINANCIAL SERVICES, INC.
1/11/20161/5/2017Belmont, NC
CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC
11/10/20141/12/2016Belmont, NC

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at WEALTHPOINT ADVISORS

3 other advisors in the directory

View WEALTHPOINT ADVISORS firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kyle David Sikes has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.