Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Livingston is a financial advisor with LPL Financial LLC. Kyle has been in the industry since June 27, 2013, and holds the Series 6, 7, 63, and 65 licenses. Kyle has experience working with high-net-worth individuals, corporations, and other businesses, and has a strong understanding of financial planning, portfolio management, and investment strategies. Kyle is committed to helping clients reach their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MD
08/01/2024 - Present
LPL Financial LLC (SALISBURY MD)
MD
06/28/2013 - 05/16/2016
CAPITOL SECURITIES MANAGEMENT, INC. (Salisbury MD)
IA
Issued 06/29/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/27/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/2014
Series 7 - General Securities Representative Examination
BC
Issued 05/10/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Kyle Livingston is the right advisor for you? Invested Better is here to help.
