Kyle McBroomCRD Number: 2985919
Current Firm: Good Life Advisors, LLC
Kyle McBroom (CRD# 2985919) is an Investment Advisor Representative working at Good Life Advisors, LLC in Lisle, IL and has over 24 years of experience in the finance industry.
Upper Left Wealth Management, LLC
Sequoia Wealth Management, LLC
Hightower Advisors, LLC
|Good Life Advisors, LLC||Reading, PA||Sep 2021 - Current||< 1|
|Lpl Financial LLC||Lisle, IL||May 2015 - Current||7|
|Level Four Advisory Services, LLC||Lisle, IL||Apr 2020 - Sep 2021||1|
|Opus Wealth Management Group||Lisle, IL||May 2015 - Apr 2020||4|
|Metropolitan Life Insurance Company||Downers Grove, IL||Nov 1997 - May 2015||17|
|Metlife Securities Inc.||Downers Grove, IL||Nov 1997 - May 2015||17|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1998|
|S65||NASAA Investment Advisors Law Examination||Dec 1999|
Total Assets Under Management2,731MILLIONS
Total Number of Accounts14,607ACCOUNTS
Average Account Value$186,976
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, PR, SC, SD, TN, TX, VA, WA, WI, WV
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