Kyle Preston
Kyle Preston is a CFP-designated registered investment advisor at LPL Financial LLC, based in Penfield, NY, 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
2059 Fairport Nine Mile Point, Rd, Penfield, NY, 14526
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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 with ESL Investment Services, LLC, including non-variable insurance, dedicating about 10-20% of his time to insurance activities. He also receives non-variable insurance trails income from MassMutual and works as a golf caddy at Oak Hill Country Club.
Employment History
Current Registrations
LPL Financial LLC
Esl Investment Services, LLCBroker
LPL Financial LLCBroker
State Registrations2 states
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.