Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Hardee Smith is a financial advisor with LPL Financial LLC. Kyle has been in the financial services industry since 1998. Kyle is registered with FINRA and holds Series 7, Series 63, and Series 65 licenses, as well as the SIE exam. Kyle is also a Certified Financial Planner. Kyle is currently registered to provide investment advice in North Carolina and Texas. Kyle has previously worked with Truist Investment Services, Inc. and BB&T Securities, LLC. Kyle is a dedicated professional with a proven track record of success in helping clients achieve 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.
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2
NC
07/15/2021 - Present
LPL Financial LLC (RALEIGH NC)
NC
02/17/2021 - 07/19/2021
TRUIST INVESTMENT SERVICES, INC. (RALEIGH NC)
VA
01/02/2013 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
NC
05/05/1999 - 01/02/2013
SCOTT & STRINGFELLOW, LLC (RALEIGH NC)
VA
01/30/1998 - 05/05/1999
SCOTT & STRINGFELLOW, INC. (RICHMOND VA)
IA
Issued 02/02/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/07/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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