Kyle SmithCRD Number: 7235558
Current Firm: Lpl Financial LLC
Kyle Smith (CRD# 7235558) is an Investment Advisor Representative working at Lpl Financial LLC in Pittsfield, MA and has 1 year of experience in the finance industry.
Goldman Sachs Ayco Personal Financial Management
Commonwealth Financial Network
|Castle Investment Advisors||Pittsfield, MA||Feb 2020 - Current||2|
|Lpl Financial LLC||Pittsfield, MA||Feb 2020 - Current||2|
|United States Marine Corps||Washington, DC||Oct 2015 - Mar 2020||4|
|Kyrene School District||Chandler, AZ||May 2015 - Oct 2015||< 1|
|Arizona State University||Tempe, AZ||Aug 2010 - May 2015||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2021|
Total Assets Under Management404,176MILLIONS
Total Number of Accounts1,517,995ACCOUNTS
Average Account Value$266,257
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, WY
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