Kyle Douthit is a registered investment advisor at Lincoln Investment, based in Glendora, CA, with 3 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 Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 138,369 clients with $22B 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 | 1.25% |
Maximum annual advisor fee is 1.25%, which is negotiable. Clients also pay platform fees ranging from 0.02% to 0.24% depending on the platform and account size.
Fee Estimator
Location
233 S. Glendora Ave., Glendora, CA, 91741
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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 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
Lincoln InvestmentBroker
K2 Financial INC.
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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