Kyle
Cotoia
Lpl Financial LLC
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About this Advisor
Kyle Cotoia is a financial advisor based in Catonsville, Maryland, working with Lpl Financial LLC. Kyle has previously held positions at Westminster High School, Food Lion, University Of Maryland Department Of Resident Life, University Of Maryland, Retirement And Investment Group, and Lpl Financial LLC. Kyle has passed the Series 66 regulatory exam and is registered to provide services in Maryland. Currently, Kyle is part of Lpl Financial LLC, which operates out of Catonsville, Maryland. 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
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$463,475,486,343
35,841
1,910,545
$242,588
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 Cotoia Work History
Lpl Financial LLC
Retirement And Investment Group
Retirement And Investment Group
Retirement And Investment Group
Food Lion
University Of Maryland Department Of Resident Life
University Of Maryland
Westminster High School
Disclosures
Please visit the SEC profile of Kyle Cotoia to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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