KK
KK

Kyle Kranzley

20 Years of Experience
Mount Laurel, NJ
Broker

Kyle Kranzley is a registered investment advisor at LPL Financial LLC, based in Mount Laurel, NJ, with 20 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

1300 Rte 73 Suite 201, Mount Laurel, NJ, 08054-2217

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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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Employment History
Current Registrations
LPL Financial LLC
August 2011 - Present · 15 yrs 1 mo
LPL Financial LLCBroker
August 2011 - Present · 15 yrs 1 mo
Previous Registrations
Ameriprise Financial Services, INC.
December 2005 - September 2011 · 5 yrs 9 mos
Ameriprise Financial Services, INC.Broker
October 2005 - September 2011 · 5 yrs 11 mos
Ids Life Insurance CompanyBroker
October 2005 - July 2006 · 9 mos
State Registrations15 states
ALCACTDEFLMAMDNCNJNYPASCTNVAWA
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 Kranzley - Financial Advisor | TrueAdvisor