Kyle Bigler
Kyle Bigler is a CFP-designated registered investment advisor at LPL Financial LLC, based in Draper, UT, with 26 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
11931 S 700 E, Draper, UT, 84020
Get directionsHistory
Regulatory History (5)
Customer Dispute
December 2011Customer Dispute
April 2011Customer Dispute
November 2010Customer Dispute
June 2010Customer Dispute
October 2009Other Business ActivitiesSells Insurance
Kyle operates CORE Financial Inc as a DBA for his LPL business, dedicating full-time hours to this investment-related activity. He also works with Allegis Advisors selling non-variable insurance, spending about 10% of his time on this investment-related role.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
Kms Financial Services, INC
Kms Financial Services, INC.Broker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Signator Financial Services, INC.
Signator Financial Services, INC.Broker
Insphere Securities, INC.
Insphere Securities, INC.Broker
Allegis Advisors, INC.
Esi Financial Advisors
Equity Services, INC.Broker
Mony Securities Corporation
Trusted Securities Advisors CORP.Broker
Mony Securities CorporationBroker
State Registrations8 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.