Kyle Hancharick
Kyle Hancharick is a CFP-designated registered investment advisor at LPL Financial LLC, based in Sheffield Village, OH, with 6 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
5058 Waterford Drive, Sheffield Village, OH, 44035
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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 operates Strata Financial Group, LLC as a DBA for his LPL business, dedicating nearly full-time hours to it. He also sells non-variable insurance and works as a Notary Public, spending a few hours per week and minimal time on these activities, respectively.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Osaic Wealth, INC.
Harrington Asset Management INC
Osaic Wealth, INC.Broker
State Registrations4 states
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