Kyle Max, financial advisor Everett WA
90 score

Kyle Max

CRD Number: 5984599
Current Firm: Lpl Financial LLC

Kyle Max (CRD# 5984599) is an Investment Advisor Representative working at Lpl Financial LLC in Everett, WA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Tukwila, WA Sep 2011 - Current 5
Becu Tukwila, WA May 2007 - Feb 2012 4
Regal Entertainment Group Lynnwood, WA Jul 2000 - May 2007 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2012
Contact Info for Kyle Max
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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