Kyle Roy (CRD# 4898839) is an Investment Advisor Representative working at Kpp Advisory Services LLC in Louisville, KY and has over 19 years of experience in the finance industry.
CRD# 2911331
Edward Jones
CRD# 6900594
Edward Jones
CRD# 1753788
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Louisville, KY | Jul 2020 - Current | 3 |
| Kpp Advisory Services, LLC | Louisville, KY | Jul 2020 - Current | 3 |
| Sunamerica | Woodland Hills, CA | Mar 2011 - Jun 2020 | 9 |
| Aig Capital Services, Inc. | Woodland Hills, CA | Mar 2011 - Jun 2020 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2005 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2020 |
- IN
- KY
- TN
-
Total Assets Under Management881MILLIONS
-
Total Number of Accounts3,132ACCOUNTS
-
Average Account Value$281,150
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
AL, CA, CO, DE, FL, GA, IL, IN, KS, KY, LA, MA, MI, MO, NC, NE, NY, OH, OK, SC, TN, TX, VA, WI
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