Kyle
Bigler

Lpl Financial LLC

CRD#4082947
Investment Advisor
in Pleasant Grove, UT

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About this Advisor

Kyle Bigler is a financial advisor based in Pleasant Grove, Utah, working with Lpl Financial LLC. Kyle has previously held positions at Symetra Investment Services, Inc, Core Financial Inc, Signator Financial Services, Mml Investors Services LLC, Massmutual Life Insurance Company, Kms Financial Services, Inc, Securities America, Inc, Securities America Advisors, Inc, and Lpl Financial LLC. Kyle has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Texas and Utah. Currently, Kyle is part of Lpl Financial LLC, which operates out of Pleasant Grove, Utah. 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 63, Series 66, 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

922 South State St, #203
Pleasant Grove, UT 84062

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$463,475,486,343

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

35,841

UT Average: 13
Total Number of Accounts

1,910,545

UT Average: 661
Average Account Size

$242,588

UT 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 Bigler Work History

2023 - Present (1 year)

Lpl Financial LLC

2010 - Present (14 years)

Core Financial Inc

2020 - 2023 (3 years)

Securities America, Inc

2020 - 2023 (3 years)

Securities America Advisors, Inc

2016 - 2020 (4 years)

Kms Financial Services, Inc

2015 - 2016 (1 year)

Mml Investors Services LLC

2015 - 2016 (1 year)

Massmutual Life Insurance Company

2010 - 2015 (5 years)

Symetra Investment Services, Inc

2010 - 2015 (5 years)

Signator Financial Services

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Disclosures

Please visit the SEC profile of Kyle Bigler 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
Breanna Gardner
Fargo, ND
Benjamin Hall
Abingdon, VA
James Moffitt
Baton Rouge, LA
Lee Baker
Murfreesboro, TN
Jennifer Brown
Overland Park, KS
London Cook
Oak Harbor, WA
Ronald Cornelison
Corvallis, OR

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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