Kyle Crawford is a CFP-designated registered investment advisor at LPL Financial LLC, based in Modesto, CA, with 11 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
4101 Tully Rd, Suite 301, Modesto, CA, 95356
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kyle operates Granite Wealth Management as a DBA for his LPL business, dedicating full-time hours to it. He also works as an assistant baseball coach at Central Catholic High School, spending about a quarter of his time on this role.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations9 states
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