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Kevin Lyle

IEQ Capital, LLC

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About Kevin Lyle

Kevin Lyle is an investment advisor representative registered with IEQ Capital, LLC in FOSTER CITY, CA. Kevin has been in the securities industry since August 2019. Kevin was previously registered with LPL Financial LLC and Securian Financial Services, Inc. Kevin has passed the Series 66, Series 7TO, and SIE exams. Kevin's specializations include investment advisory services, portfolio management for individuals and businesses, and financial planning.

Firm Information

Kevin Lyle is currently registered with IEQ Capital, LLC. IEQ Capital, LLC is a registered investment adviser headquartered in Foster City, CA. The firm specializes in providing financial planning, pension consulting, selection of other advisers, and portfolio management services to high-net-worth individuals and charitable organizations. As of its latest report, IEQ Capital manages approximately $23.6 billion in assets for 1434 clients.
IEQ Capital, LLC

950 TOWER LANE

FOSTER CITY, CA 94404

$23.58B

Assets Under Management

Not reported

Total Clients

98

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kevin Lyle’s Registration & Firm History

CA

11/17/2021 - Present

IEQ Capital, LLC (FOSTER CITY CA)

CA

08/19/2020 - 11/17/2021

LPL FINANCIAL LLC (FOSTER CITY CA)

CA

08/20/2019 - 09/08/2020

SECURIAN FINANCIAL SERVICES, INC. (SAN MATEO CA)

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Licenses & Designations

BOTH

Issued 10/23/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/20/2019

Series 7TO - General Securities Representative Examination

BC

Issued 06/13/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kevin Lyle.
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