James Kyle Hendrick

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2015 → Present
  Milbern Ray & Company Llp
  Southlake, TX
• 11/2018 → 05/2022
  Self Employed
  Keller, TX
• 02/2024 → Present
  Lpl Financial
  Dallas, TX

Other Businesses

1- 01/2024 / Hendrick Financial Group / DBA for LPL Business (entity for LPL business) / Investment Related / 40 hrs mth / 2 hrs during trading / At reported business location(s). 2- 01/2024 / Kyle Hendrick Ranch / Business Owner / Not Investment Related / 4 hrs mth / Started in 2010 / 0 hrs during trading / raise cattle 3- 01/2024 / Milbern Ray & Company LLP / Tax Prep/Accounting/CPA / Not Investment Related / 120 hrs mth / 4 hrs during trading

Exams

• S66 Uniform Combined State Law Examination
  2024-06-13
• S63 Uniform Securities Agent State Law Examination
  1995-06-21

Other Names

• Kyle Hendrick