Kyle McBroom, financial advisor Lisle IL

Kyle McBroom

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Kyle B. McBroom
Phone Number: 610-898-6927
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    2,731
    MILLIONS
  • Total Number of Accounts
    14,607
    ACCOUNTS
  • Average Account Value
    $186,976
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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