Unclaimed
Kyle Norman Crawford is a registered representative with LPL Financial LLC. Kyle has been in the industry since 2014 and is registered with the state of California as an investment advisor representative (IAR) and a broker-dealer. Kyle has also been a registered broker-dealer in the state of Texas. Kyle has passed the Series 63, Series 66, Series 7, and SIE exams. Kyle is also a Certified Financial Planner. Kyle is affiliated with LPL Financial LLC, which is a broker-dealer and investment advisor. LPL Financial LLC provides a variety of financial services, including investment advice, brokerage, and insurance. Kyle is located in Modesto, California.
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
CA
04/18/2022 - Present
LPL Financial LLC (MODESTO CA)
BOTH
Issued 03/12/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/20/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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