KL
KL

Kyle Linton

27 Years of Experience
Cheyenne, WY
BrokerSells Insurance

Kyle Linton is a registered investment advisor at LPL Financial LLC, based in Cheyenne, WY, with 27 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

5827 Yellowstone Rd, Cheyenne, WY, 82009

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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 sells non-variable insurance products, including life insurance and annuities, through multiple channels. He dedicates minimal time to these activities.

Employment History
Current Registrations
LPL Financial LLC
November 2017 - Present · 8 yrs 6 mos
LPL Financial LLCBroker
November 2017 - Present · 8 yrs 6 mos
Previous Registrations
Ica Group Wealth Management, LLC
March 2022 - September 2024 · 2 yrs 6 mos
Investment Centers of America, INC.
April 2009 - November 2017 · 8 yrs 7 mos
Investment Centers of America, INC.Broker
January 2009 - November 2017 · 8 yrs 10 mos
Princor Financial Services CorporationBroker
January 2003 - February 2009 · 6 yrs 1 mo
Signator Investors, INC.Broker
August 2002 - January 2003 · 5 mos
American Express Financial Advisors INC.Broker
March 1998 - June 2002 · 4 yrs 3 mos
Ids Life Insurance CompanyBroker
March 1998 - June 2002 · 4 yrs 3 mos
State Registrations21 states
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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.
Kyle Linton - Financial Advisor | TrueAdvisor