Kyle Williams
Kyle Williams is a registered investment advisor at LPL Financial LLC, based in Altamonte Springs, FL, with 15 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
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.