Kyle Williams

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

• 10/2014 → 02/2017
  Fifth Third Securities
  Leesburg, FL
• 02/2017 → 08/2020
  Wells Fargo Clearing Services, Llc
  Orange City, FL
• 08/2020 → Present
  Lpl Financial, Llc
  Maitland, FL

Previous Registrations

• 2017-02-10 → 2020-08-26
  Wells Fargo Clearing Services, Llc
  Orange City, FL
  Orlando, FL
  Orlando, FL
  Sanford, FL
  Sanford, FL
• 2014-10-24 → 2017-02-17
  Fifth Third Securities, Inc.
  Daytona Beach, FL
  Lake Mary, FL
  Deland, FL
  Sanford, FL
  Deltona, FL
  Deltona, FL
  Altamonte Springs, FL
  Port Orange, FL
  Longwood, FL
  Daytona Beach, FL
  Lake Mary, FL
  Ormond Beach, FL
  Orlando, FL
  Orlando, FL
  Oviedo, FL
  Winter Park, FL
  Oviedo, FL
  Maitland, FL
  Orlando, FL
  Daytona Beach, FL
  Casselberry, FL
• 2013-09-03 → 2014-10-16
  Bb&T Investment Services, Inc.
  Maitland, FL
  Charlotte, NC
  Leesburg, FL
  Crystal River, FL
  Altamonte Springs, FL
  Wildwood, FL
  Inverness, FL
  Eustis, FL
  Beverly Hills, FL
• 2010-06-30 → 2013-08-16
  Edward Jones
  Orlando, FL
  St Louis, MO
  Ft Myers, FL
  Orlando, FL
  Orlando, FL

Other Businesses

1)8/20/2020- Synergy Wealth Alliance- DBA for LPL Business (entity for LPL business)- Inv. Related- Maitland, FL- 100% 2) 8/20/2020- Holy Cross Lake Mary- Plays guitar in church band - Non-Inv. Related- Lake Mary, FL- start date 8/2019- 10hrs/mth 3) 12/14/2022 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Wealth Manager - Start Date - 12/12/2022 - 4 Hours Per Month/1 Hours During Securities Trading

Exams

• S66 Uniform Combined State Law Examination
  2010-06-25

Other Names

• Jon Williams
• Kyle Williams
• Jon Kyle Williams