Kyle
Hurt

Lpl Financial LLC

CRD#7147698
Investment Advisor
in San Diego, CA

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About this Advisor

Kyle Hurt is a financial advisor based in San Diego, California, working with Lpl Financial LLC. Kyle has previously held positions at Ep Wealth Advisors, Biola University, New Life Irvine, Producepay, Second Spectrum, One Degree Advisors, Regal Entertainment Group, Kohl's, College Of The Sequoias, Oklahoma Wesleyan, Harris Ranch, Lpl Financial LLC, and Sabbatical/Travel. Kyle has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Kyle is part of Lpl Financial LLC, which operates out of San Diego, California. The firm has 17,453 offices and 35,841 employees. The firm manages assets totaling $463.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

4707 Executive Dr
San Diego, CA 92121-3091

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$463,475,486,343

CA Average: $646,059,043
Total Number of Employees

35,841

CA Average: 13
Total Number of Accounts

1,910,545

CA Average: 661
Average Account Size

$242,588

CA Average: $977,396

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Kyle Hurt Work History

2023 - Present (1 year)

Lpl Financial LLC

2023 - 2023 (< 1 year)

Sabbatical/Travel

2019 - 2023 (4 years)

Ep Wealth Advisors

2018 - 2018 (< 1 year)

Biola University

2018 - 2018 (< 1 year)

New Life Irvine

2018 - 2018 (< 1 year)

Producepay

2017 - 2018 (1 year)

Second Spectrum

2017 - 2017 (< 1 year)

One Degree Advisors

2016 - 2017 (1 year)

Regal Entertainment Group

2016 - 2016 (< 1 year)

Kohl'S

2015 - 2016 (1 year)

College Of The Sequoias

2014 - 2015 (1 year)

Oklahoma Wesleyan

2014 - 2014 (< 1 year)

Harris Ranch

Disclosures

Please visit the SEC profile of Kyle Hurt to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
John Im
Napa, CA
Jimmy Maldonado
Valencia, CA
Hugh Blake-Thomas
Brighton, MI
Jonathan Winn
Fort Lauderdale, FL
Tracy Guo Aiken
Fort Mill, SC
Kimberly Saunders
Sumter, SC
Mario Contreras
San Diego, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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