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ChFC
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ChFC

Kyle Grayson

LPL Financial LLC
35 Years of Experience
Fishers, IN
BrokerSells Insurance
View SEC Summary
View SEC Summary

Kyle Grayson is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Fishers, IN, with 35 years of industry experience. Kyle is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

9865 E. 116th Street #400, Fishers, IN, 46037

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History

Regulatory History
Clean regulatory record

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.

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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
May 2024 - Present · 2 yrs 6 mos
LPL Financial LLC
May 2024 - Present · 2 yrs 6 mos
LPL Financial LLCBroker
May 2024 - Present · 2 yrs 6 mos
Previous Registrations
Lincoln Financial Securities Corporation
July 2011 - May 2024 · 12 yrs 10 mos
Independent Advisers Group CORP
March 2005 - March 2010 · 5 yrs
Lincoln Financial Securities Corporation
February 2005 - July 2011 · 6 yrs 5 mos
Independent Advisers Group CORP
February 2002 - February 2005 · 3 yrs
Jefferson Pilot Securities CORP
November 2001 - February 2005 · 3 yrs 3 mos
Lincoln Financial Securities CorporationBroker
September 2001 - May 2024 · 22 yrs 8 mos
Conseco Financial Services, INC.Broker
April 1998 - July 1998 · 3 mos
Lincoln Financial Advisors CorporationBroker
April 1998 - October 2001 · 3 yrs 6 mos
The Lincoln National Life Insurance CompanyBroker
April 1998 - October 2001 · 3 yrs 6 mos
MML Investors Services, INC.Broker
March 1996 - May 1998 · 2 yrs 2 mos
G. R. Phelps & CO., INC.Broker
March 1991 - March 1996 · 5 yrs
State Registrations15 states
AZCAFLGAILINMIMNNCNJOHOKSCTXWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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