Kyle Lunde, financial advisor Seattle WA
89 score

Kyle Lunde

CRD Number: 6162508
Current Firm: Parametric Portfolio Associates

Kyle Lunde (CRD# 6162508) is an Investment Advisor Representative working at Parametric Portfolio Associates in Seattle, WA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Eaton Vance Management Boston, MA Apr 2016 - Current < 1
Eaton Vance Distributors, Inc. Boston, MA Apr 2016 - Current < 1
Dimensional Fund Advisors Austin, TX Oct 2012 - Current 4
Unemployed Seattle, WA May 2012 - Oct 2012 < 1
U.s. Bank Seatlle, WA Jan 2005 - May 2012 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2013
Contact Info for Kyle J. Lunde
Phone Number: 206-694-5575
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    154,184
    MILLIONS
  • Total Number of Accounts
    29,178
    ACCOUNTS
  • Average Account Value
    $5,284,251
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
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
89
Clean Record
This advisor has a clean track record with regulators.

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