Kyle MawhorrCRD Number: 3073457
Current Firm: Lpl Financial LLC
Kyle Mawhorr (CRD# 3073457) is an Investment Advisor Representative working at Lpl Financial LLC in Upper Arlington, OH and has over 11 years of experience in the finance industry.
Rebel Financial, LLC
Pds Planning Inc.
Steele Investment Counsel, Ltd.
|Lpl Financial, LLC||Upper Arlington, OH||Oct 2012 - Current||4|
|Bank Of America,na||Dublin, OH||Dec 2009 - Oct 2012||2|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Dublin, OH||Jun 2005 - Oct 2012||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2005|
Total Assets Under Management112,086MILLIONS
Total Number of Accounts531,091ACCOUNTS
Average Account Value$211,049
- 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