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Kyle Max

LPl Financial LLC

Everett, WA

Seattle, WA

Seattle, WA

Shoreline, WA

Lynnwood, WA

Shoreline, WA

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-09-30
WA RA APPROVED 2012-06-07
  • TX RA
    APPROVED_RES
    Since 2020-09-30
  • WA RA
    APPROVED
    Since 2012-06-07

Branch Locations

11127 Evergreen Way, Everett, WA 98204 • United States

551 Ne Northgate Way Suite B, Seattle, WA 98125 • United States

12513 Lake City Way Ne, Seattle, WA 98125 • United States

18336 Aurora Avenue #109, Shoreline, WA 98155 • United States

Lynnwood, WA • United States

20011 Ballinger Way Ne, Shoreline, WA 98155 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial, Llc Tukwila WA 09/2011 Present
Boeing Employee Credit Union Tukwila WA 06/2012 Present
  • 09/2011 → Present
    Lpl Financial, Llc
    Tukwila, WA
  • 06/2012 → Present
    Boeing Employee Credit Union
    Tukwila, WA
Other Businesses

1. 3/22/2013 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name BECU Investment Services

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-06-06
  • S66 Uniform Combined State Law Examination
    2012-06-06

View on SEC IAPD

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Other Offices

MADRONA FINANCIAL & CPAS · EVERETT, WA
VICEROY INVESTMENT ADVISORS LLC · EVERETT, WA
PACIFIC CREST FINANCIAL ADVISORS, LLC · EVERETT, WA
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EDWARD JONES · EVERETT, WA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Everett, WA
EDWARD JONES · EVERETT, WA
UBS FINANCIAL SERVICES INC. · EVERETT, WA

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