KD
KD

Kyle Douthit

2 Years of Experience
Fort Washington, PA
Broker

Kyle Douthit is a registered investment advisor at Lincoln Investment, based in Fort Washington, PA, with 2 years of industry experience. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 137,534 clients with $19B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
974 advisors
Number of Clients
137,534 clients
Average Client Portfolio
$137K average
Assets Under Management
$18.9B

Fee Structure

Lincoln Investment offers investment management through financial advisors, charging a percentage of your portfolio's value. The maximum annual fee is 1.25%. In addition to the advisor fee, some accounts on the Lincoln Signature Solutions platform pay a platform fee, ranging from 0.02% to 0.24% depending on the account type and assets. Fees are negotiable with your advisor.

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Location

601 Office Center Drive, Suite 300, Fort Washington, PA, 19034

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History

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.

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Other Business Activities

Kyle works as a Jr. Financial Advisor and Client Service Associate at K2 Financial Partners, taking about half of his time. He also dedicates a few hours per week as an ambassador/affiliate marketer for JMK Ride, creating content and events for a friend's skating brand.

Employment History
Current Registrations
Lincoln Investment
March 2025 - Present · 1 yr 1 mo
Lincoln InvestmentBroker
November 2024 - Present · 1 yr 5 mos
K2 Financial INC.
April 2023 - Present · 3 yrs
State Registrations1 state
CA
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.