Kayla Rivet, financial advisor Claremont NH

Kayla Rivet

CRD Number: 7145302
Current Firm: Lpl Financial LLC

Kayla Rivet (CRD# 7145302) is an Investment Advisor Representative working at Lpl Financial LLC in Claremont, NH and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Putnam Farms Inc. Charlestown, NH Sep 2020 - Current 3
Lpl Financial LLC Claremont, NH Jun 2019 - Current 4
Claremont Financial Services Claremont, NH Jun 2019 - Current 4
Floral Design By Linda Perron Claremont, NH Feb 2016 - Feb 2021 5
Claremont Savings Bank Claremont, NH Sep 2016 - May 2019 2
Unemployed Claremont, NH Oct 2015 - Sep 2016 < 1
Ink Factory Clothing Co Claremont, NH Jun 2011 - Oct 2015 4
Stevens High School Claremont, NH Sep 2011 - Jun 2015 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2022
Contact Info for Kayla A. Rivet
Phone Number: 704-733-3300
Registered State(s):
  • NH
By the Numbers
  • Total Assets Under Management
    463,475
    MILLIONS
  • Total Number of Accounts
    1,910,545
    ACCOUNTS
  • Average Account Value
    $242,588
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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