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Kylle L
Series 63, Series 65
Murrieta, CA
Shift 4 Advisors, Inc.
Kylle Little is a financial advisor with Shift 4 Advisors, Inc. in Murrieta, California, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Prior to founding Shift 4 Advisors, Little worked at Palomar Advisors Inc. and H.D. Vest Investment Services. Outside of advisory services, he is president of KLITTLE Accounting Inc., where he provides tax preparation, bookkeeping, and payroll services. Shift 4 Advisors serves individuals, families, trusts, estates, IRAs, corporations, small businesses, and pension and profit-sharing plans. The firm offers discretionary portfolio management, retirement plan consulting, and limited financial planning, employing a range of investment vehicles and analytical approaches while emphasizing tailored client service and active consulting for corporate and retirement-plan clients.
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