Kyle Clemson is a CFP-designated registered investment advisor at LPL Financial LLC, based in Peoria, IL, with 12 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
401 Main Street Suite 100, Peoria, IL, 61602
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kyle operates under the DBA Commerce Financial Advisors for his LPL business. He also works as a bar consultant for Toastman Group II - Egg Republic, dedicating minimal time to this role.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Commerce Brokerage Services, INC
Commerce Brokerage Services, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
State Registrations13 states
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