Kyle Richardson
Kyle Richardson is a CFP-designated registered investment advisor at LPL Financial LLC, based in Chandler, AZ, with 28 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
2151 E. Pecos Rd #3, Chandler, AZ, 85225
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2012Other Business Activities
Kyle operates Watermark Wealth Strategies as a DBA for his LPL business. He also owns several real estate rental properties and is a notary public, dedicating minimal time to the latter two activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Sii Investments, INC.Broker
Sii Investments, INC.
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Householder Group, Estate & Retirement Specialists
Sunamerica Securities, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations31 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.