Kyle Grayson
Kyle Grayson is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Fishers, IN, with 35 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
9865 E. 116th Street #400, Fishers, IN, 46037
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kyle is involved in several business activities, including Piggybank LLC and Donkeymonkey, both for tax/investment purposes. He is also associated with Grayson & Associates, which involves non-variable insurance, and The Electric Amish.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Lincoln Financial Securities Corporation
Independent Advisers Group CORP
Lincoln Financial Securities Corporation
Independent Advisers Group CORP
Jefferson Pilot Securities CORP
Lincoln Financial Securities CorporationBroker
Conseco Financial Services, INC.Broker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
MML Investors Services, INC.Broker
G. R. Phelps & CO., INC.Broker
State Registrations15 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.