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Kylee J Harrison

Investment adviser representative at LPL Financial LLC
10 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business

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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.

  1. LPL Financial LLCAug 2025 to now
  2. Fremont BankAug 2025 to now
  3. Ecole De Superieure AgriculturesMay 2024 to Jun 2024
  4. Texas A&m UniversityAug 2022 to May 2025
  5. Shiner ParkApr 2022 to Aug 2023
  6. Blinn CollegeDec 2021 to Jun 2022
  7. Orange Coast CommunityAug 2021 to Dec 2021
  8. Holt Law FirmJun 2021 to Aug 2021
  9. University of Texas At San AntonioAug 2020 to Jun 2021
  10. N/aJun 2020 to Aug 2020
  11. Cy-fair Senior High SchoolAug 2016 to Jun 2020

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 1 state (CA).

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
8149231
Firm CRD
6413
Advisor's SEC record (opens in a new tab)
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