Unclaimed
Kyle Linden Conger is a financial advisor registered with LPL Financial LLC, based in THOMASVILLE, GA. Kyle Linden Conger has been in the financial services industry since 2009. In addition to LPL Financial LLC, Kyle Linden Conger has also been affiliated with EDWARD JONES, WELLS FARGO CLEARING SERVICES, LLC, and ALLSTATE FINANCIAL SERVICES, LLC.
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
GA
11/02/2020 - Present
LPL Financial LLC (THOMASVILLE GA)
GA
04/15/2016 - 11/04/2020
WELLS FARGO CLEARING SERVICES, LLC (VALDOSTA GA)
GA
04/23/2010 - 04/18/2016
EDWARD JONES (MOULTRIE GA)
GA
12/15/2008 - 12/07/2009
ALLSTATE FINANCIAL SERVICES, LLC (VALDOSTA GA)
BOTH
Issued 05/07/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/08/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/06/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/2010
Series 7 - General Securities Representative Examination
BC
Issued 12/12/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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