Kyle Bird (CRD# 7252987) is an Investment Advisor Representative working at Lpl Financial LLC in Redding, CA and has over 3 years of experience in the finance industry.
CRD# 6125219
Edward Jones
CRD# 4292833
State Farm Investment Management Corp.
CRD# 5744898
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Redding, CA | Oct 2023 - Current | < 1 |
| Kyle Bird Bookkeeping | Redding, CA | Aug 2010 - Current | 13 |
| Equitable Advisors, LLC | New York, NY | May 2020 - Oct 2023 | 3 |
| Axa Advisors, LLC | New York, NY | May 2020 - Jun 2020 | < 1 |
| Iris Global | Redding, CA | Jan 2020 - Apr 2020 | < 1 |
| Global Aircraft Consulting | Keller, TX | Jan 2015 - Apr 2020 | 5 |
| Iris Global | Redding, CA | Jun 2013 - Jan 2020 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2021 |
- CA
- TX
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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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