Kyle Banal

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

• 03/2024 → Present
  Lpl Financial Llc
  Wilmington, DE
• 10/2023 → 03/2024
  Bank Of America
  Newark, DE
• 08/2016 → 10/2023
  Young Life
  Newark, DE

Other Businesses

1)06/20/2024 - Covenant Wealth Strategies - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 03/2024 - 160 Hr/Mth

Exams

• S66 Uniform Combined State Law Examination
  2024-09-16