Kylie Richards (CRD# 6987388) is an Investment Advisor Representative working at Lpl Financial LLC in Williston, VT and has over 5 years of experience in the finance industry. Kylie Richards has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
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| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial | Williston, VT | Feb 2024 - Current | < 1 |
| Mml Investor Services, LLC | Colchester, VT | Feb 2021 - Feb 2024 | 3 |
| Mass Mutual Life Insurance Company | Colchester, VT | Dec 2020 - Feb 2024 | 3 |
| Key Investment Services | Essex Junction, VT | Jul 2018 - Dec 2020 | 2 |
| Keybank | Essex Junction, VT | May 2017 - Dec 2020 | 3 |
| University Of Vermont | Burlington, VT | Aug 2014 - May 2018 | 3 |
| Merrill Theatre Corporation | South Burlington, VT | Dec 2012 - May 2017 | 4 |
| Majestic 10 | Williston, VT | Dec 2012 - Jun 2014 | 1 |
| Essex High School | Essex Junction, VT | Aug 2010 - Jun 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2018 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2021 |
- VT
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Total Assets Under Management463,475MILLIONS
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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)
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- 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
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