Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Travis Presson is a financial advisor with LPL Financial LLC, specializing in providing financial planning, portfolio management, and investment advice. Kyle has been a registered representative since March 2007 and has over 15 years of experience in the financial industry. Kyle is licensed to offer securities and investment advisory services in multiple states, including Texas, Vermont, and other states. Kyle also has experience with Hornor, Townsend & Kent, LLC, MML Investors Services, Inc., and Penn Mutual Life Ins Co. Kyle is a valuable resource for individuals and families seeking financial guidance.
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
VT
01/29/2021 - Present
LPL Financial LLC (WILLISTON VT)
VT
12/09/2009 - 01/29/2021
HORNOR, TOWNSEND & KENT, LLC (S BURLINGTON VT)
VT
03/01/2007 - 12/15/2009
MML INVESTORS SERVICES, INC. (SOUTH BURLINGTON VT)
BC
Issued 09/23/2010
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/13/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kyle Presson is the right advisor for you? Invested Better is here to help.
