Kyle Hodges is a CFP-designated registered investment advisor at LPL Financial LLC, based in La Jolla, CA, with 29 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
4250 Executive Sq Ste 300, Ste 100, La Jolla, CA, 92037
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kyle operates under the DBA CB&T Wealth Advisors for his LPL business, dedicating about a quarter of his time to it. He also works as a Relationship Manager/Business Development Officer for Zions Trust, N.A., spending a few hours per week. Additionally, Kyle has outside W-2 employment with the City of Costa Mesa, dedicating 60 hours per month.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial LLC
Previous Registrations
Zions Capital Advisors, INC.
Zions Direct, INC.Broker
U.S. Bancorp Investments, INC.Broker
U.S. Bancorp Investments, INC.
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
Principal Funds Distributor, INC.Broker
Wells Fargo Securities INC.Broker
State Registrations20 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.