Kyle Ashton Lambert

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

• 09/2001 → 11/2018
  Financial Services Group Of Mi, Inc
  Troy, MI
• 02/2006 → 11/2018
  Lpl Financial Services, Llc
  Troy, MI
• 11/2018 → Present
  Lpl Financial Services, Llc
  Troy, MI
• 11/2018 → Present
  Financial Services Group Of Mi, Inc
  Troy, MI

Other Businesses

1) 03/05/2018 - Financial Services Group of Michigan, Inc - inv rel - at reported business location(s) - start: 03/2018 - 160 hr/mth 2. 09/05/2019 - No business name - Investment related - At reported business location(s) - Notary Public - start date:09/03/2019 - 1 hr/mo - 1 hr during trading.

Exams

• S66 Uniform Combined State Law Examination
  2018-04-06