Kyle Williams
Kyle Williams is a registered investment advisor at LPL Financial LLC, based in Altamonte Springs, FL, with 16 years of industry experience. Kyle is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
215 N Westmonte Drive, Altamonte Springs, FL, 32714
Get directionsHistory
Regulatory History (2)
Judgment / Lien
November 2024Financial
May 2020Other Business ActivitiesSells Insurance
Kyle operates Synergy Wealth Alliance as a DBA for his LPL business. He also plays guitar in a church band and works as a wealth manager selling non-variable insurance, dedicating minimal time to each of these activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations9 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.
Exams
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