Verified
Kyle Lonsinger is third generation in the financial services industry. When Kyle was in grade school, his family almost lost his father due to a heart attack. He remembers his father refusing surgery until he could tell his wife who to call should something go wrong. From that day, Kyle realized the gravity of what it means to be a trusted financial partner and is why he pursues his advisory career with passion and sincerity. Since 2016, Kyle has helped individuals and families take charge of their financial lives and build strong financial futures at LPL Financial, TD Financial, and Merrill Lynch. Kyle is a Certified Investment Management AnalystⓇ and a Certified Financial PlannerⓇ with a strong belief in the fiduciary code. Kyle received his bachelor's degree from The Pennsylvania State University and his Executive Certificate in Financial Planning from Duquesne University. He also is Long-Term Care certified and received his CIMAⓇ from the Yale School of Management. In his free time, Kyle enjoys snowboarding, golfing, working out, traveling, and spending time with family and friends.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
FL
06/20/2024 - Present
Accurate Wealth Management, LLC (Wesley Chapel FL)
FL
07/14/2023 - 06/24/2024
LPL FINANCIAL LLC (LAND O LAKES FL)
PA
04/30/2020 - 06/16/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SEWICKLEY PA)
PA
01/14/2019 - 03/24/2020
TD AMERITRADE, INC. (PITTSBURGH PA)
PA
01/30/2018 - 01/15/2019
LPL FINANCIAL LLC (MONROEVILLE PA)
PA
09/01/2016 - 01/30/2018
NATIONWIDE SECURITIES, LLC (MONROEVILLE PA)
BOTH
Issued 09/30/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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