Kyle Day is a registered investment advisor at LPL Financial LLC, based in Salt Lake City, UT, with 16 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
One South Main Street, Salt Lake City, UT, 84133
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kyle operates under several DBAs for his LPL business, including Zion Wealth Advisors, Vectra Wealth Advisors, Amegy Wealth Advisors, CB&T Wealth Advisors, and NSB Wealth Advisors. He spends a few hours per week on each of Vectra, Amegy, CB&T, and NSB Wealth Advisors.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
State Registrations36 states
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