Kyle Lillie
Kyle Lillie is a registered investment advisor at Cetera Investment Advisers LLC, based in Enid, OK, with 9 years of industry experience. Kyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
5613 N Oakwood Rd, Enid, OK, 73703
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kyle is involved in several outside business activities. He owns Insurance Services Northwest, Inc. and works as an independent insurance agent, dedicating nearly full-time hours to the sale and service of insurance, securities, and investment products, as well as fixed insurance products. Kyle also serves on the board of Oakwood Retirement Village and Oklahoma Bible Academy, and is a member of NAIFA - NW Oklahoma.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
State Registrations15 states
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