KL
CFP
KL
CFP
Kyle Lonsinger is a CFP-designated registered investment advisor, based in Wesley Chapel, FL, with 9 years of industry experience.
Location
2211 Ashley Oaks Circle, Wesley Chapel, FL, 33544
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Regulatory History
Clean regulatory record
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 with non-variable insurance activities, dedicating about 10-20% of his time. He also uses Integrity Wealth as a DBA for his LPL business.
Employment History
Current Registrations
Aag Capital, INC
June 2024 - Present · 1 yr 11 mos
Aag Capital, INCBroker
June 2024 - Present · 1 yr 11 mos
Accurate Wealth Management, LLC
June 2024 - Present · 1 yr 11 mos
Previous Registrations
LPL Financial LLC
July 2023 - June 2024 · 11 mos
LPL Financial LLCBroker
July 2023 - June 2024 · 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2020 - June 2023 · 3 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2020 - June 2023 · 3 yrs 2 mos
TD Ameritrade, INC.
January 2019 - March 2020 · 1 yr 2 mos
TD Ameritrade, INC.Broker
January 2019 - March 2020 · 1 yr 2 mos
TD Ameritrade Investment Management, LLC
January 2019 - March 2020 · 1 yr 2 mos
LPL Financial LLC
January 2018 - January 2019 · 1 yr
LPL Financial LLCBroker
January 2018 - January 2019 · 1 yr
Nationwide Securities, LLC
October 2016 - January 2018 · 1 yr 3 mos
Nationwide Securities, LLCBroker
September 2016 - January 2018 · 1 yr 4 mos
State Registrations12 states
AZCACOFLILMAMNNHNYPATXVA
AdvisorBrokerBoth
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
No exam information available for this advisor.