Kyle Emerson
Kyle Emerson is a registered investment advisor at LPL Financial LLC, based in Riverside, CA, 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
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
5029 La Mart Dr Ste F, Riverside, CA, 92507-0605
Get directionsHistory
Regulatory History (4)
Customer Dispute
July 2010Customer Dispute
May 2010Customer Dispute
December 2007Customer Dispute
July 2003Other Business ActivitiesSells Insurance
Kyle sells non-variable and fixed insurance products through Renaissance Wealth Management, dedicating minimal time to this. He also works full-time providing investment advisory services through Golden State Wealth Management, LLC and spends minimal time providing investment advisory services through Golden State Asset Management, LLC.
Employment History
Current Registrations
LPL Financial LLC
Golden State Wealth Management, LLC
LPL Financial LLCBroker
Previous Registrations
Independent Financial Partners
Nrp Advisors, INC.
Nrp Financial, INC.Broker
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations16 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.