Kyle Worthy
Kyle Worthy is a CFP-designated registered investment advisor at LPL Financial LLC, based in Bingham Farms, MI, with 9 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
32600 Telegraph Road, Suite 200, Bingham Farms, MI, 48025
Get directionsHistory
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 sells insurance products, including fixed annuities, life, and health insurance, through Spartan Wealth Management, dedicating full-time hours to this role. He also works as a pickleball instructor for Brighton Pickleball a few hours per week and is an Independent Investment Advisor/Broker Dealer Representative for Cadaret Grant & Co., Inc and IAR of Spartan Wealth Advisory Services, LLC, spending a significant amount of time servicing client accounts.
Employment History
Current Registrations
LPL Financial LLCBroker
Spartan Wealth Management
Previous Registrations
Cadaret, Grant & CO., INC.Broker
Cadaret Grant & CO INC
Sentry Equity Services, INC.Broker
Transamerica Retirement Advisors, LLC
Transamerica Investors Securities CorporationBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Pruco Securities, LLC.Broker
State Registrations1 state
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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