Kyle Gardner is a registered investment advisor at LPL Financial LLC, based in Frisco, TX, with 21 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
2600 Dallas Pkwy Ste 520, Ste 520, Frisco, TX, 75034
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kyle is involved with multiple entities, primarily related to non-variable insurance products, including Allianz, Lincoln Financial, and Mutual of Omaha. He also has business entities for tax/investment purposes and as a DBA for his LPL business, dedicating about a quarter of his time to Tennyson Advisory Group.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Scf Investment Advisors, INC.
Scf Securities, INC.Broker
Tfr Advisors LLP
Wfg Investments, INC.Broker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Allstate Financial Services, LLCBroker
Nylife 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.