Lpl Financial LLC
CRD#2733041
Investment Advisor
in San Diego, CA
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About this Advisor
Kyle Hodges is a financial advisor based out of San Diego, California with a total of 8 years of relevant experience. Hodges works at Lpl Financial LLC. Throughout their career, Hodges has worked at Contango Capital Advisors, Inc, Lpl Financial LLC and California Bank & Trust. Hodges has Series 63 and Series 66 licenses, certifying them as a securities representative, and is able to work in California and Texas.Lpl Financial LLC is an advisory business based in Fort Mill, SC. The company has offices in 9,898 locations and a total of 31,366 employees. It controls $368 billion in assets between its 1,688,501 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm advises 3,425 charities and foundations. Of its 1,688,501 accounts, 31% are associated with high-net-worth clients who have greater than $1 million in investable assets. The firm provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors usually vary depending on which service is offered. However, fees charged by Lpl Financial LLC most likely include some blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Series 63, Series 66
Years Registered*
8 years
Services Offered
Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other
Fee Structure
Percentage of Assets, Hourly Charges, Fixed Fees, Commissions
Office Location
4320 La Jolla Village Dr Ste 140
San Diego, CA 92122
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Lpl Financial LLC Brokerage Details
Total Assets Under Management
$368,018,536,946
CA Average: $646,059,043
Total Number of Employees
31,366
CA Average: 13
Total Number of Accounts
1,688,501
CA Average: 661
Average Account Size
$217,956
CA Average: $977,396
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Kyle Hodges Work History
Kyle has been registered as a financial advisor for 8 years.*
2015 - Present (9 years)
Lpl Financial LLC
2015 - Present (9 years)
California Bank & Trust
2011 - 2015 (4 years)
Contango Capital Advisors, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kyle Hodges to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lpl Financial LLC
Eric Matthews
Fort Mill, SC
Dominick Lanuti
Buffalo, NY
Adam Chaney
Naperville, IL
Hyun Song
Vienna, VA
Andrew Gaber
Parker, CO
Scott Fritz
Exton, PA
Michael Evans
Westerville, OH
Gregory Mason
Biloxi, MS
Learn more about Lpl Financial LLC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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