Kyle Lanter, financial advisor New Albany IN
90 score

Kyle Lanter

CRD Number: 6139525
Current Firm: Raymond James Financial Services Advisors, Inc.

Kyle Lanter (CRD# 6139525) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in New Albany, IN and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James Financial Services Advisors Inc. New Albany, IN Jul 2013 - Current 3
Raymond James Financioal Services, Inc. New Albany, IN Nov 2012 - Current 4
Mainsource Bank New Albany, IN Nov 2002 - Current 14
Walgreens Greensburg, IN Oct 2012 - Oct 2012 < 1
Unemployed Greensburg, IN May 2012 - Oct 2012 < 1
Ball State University Muncie, IN Aug 2007 - May 2012 4
Walgreens Greensburg, IN Aug 2006 - Feb 2009 2
North Decatur Jr/sr High Greensburg, IN Aug 2000 - May 2007 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2013
Contact Info for Kyle A. Lanter
Phone Number: 727-567-5877
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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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