Kyle Lee Robertson
Investment adviser representative at LPL Financial LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$819.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- LPL Financial LLCJan 2025 to now
- Ameriprise Financial Services, LLCOct 2023 to Jan 2025
- Summit Path Insights, Inc.Mar 2023 to Oct 2023
- Jackson/roskelley Wealth AdvisorsMar 2018 to Oct 2023
- Raymond James Financial Services Advisors Inc.Feb 2018 to Oct 2023
- Raymond James Financial Services, IncApr 2016 to Oct 2023
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2004
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4547685
- Firm CRD
- 6413