Kyle Fink is a registered investment advisor at LPL Financial LLC, based in O Fallon, IL, with 31 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
779 Wall St, O Fallon, IL, 62269
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Regulatory History (1)
Judgment / Lien
May 2024Other Business Activities
Kyle operates under the DBAs Gateway For Teachers and Gateway Financial Resources for his LPL business, dedicating about half his time to each. He is also part of a building purchase group called Wall Street Advisors, but this requires minimal time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
National Planning CorporationBroker
National Planning Corporation ("npc of America" in Fl & Ny)
American General Securities Incorporated
American General Securities IncorporatedBroker
Franklin Financial Services CorporationBroker
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.