Kyle Grayson, financial advisor Fishers IN

Kyle Grayson

CRD Number: 2116632
Current Firm: Lincoln Financial Securities Corporation

Kyle Grayson (CRD# 2116632) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Fishers, IN and has over 29 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Lincoln Financial Securities Corporation Fishers, IN Jul 2008 - Current 11
Independent Advisers Group Indianapolis, IN Mar 2005 - Feb 2015 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1991
Contact Info for Kyle W. Grayson
Phone Number: 800-843-2007
Registered State(s):
  • IN
  • TX
By the Numbers
  • Total Assets Under Management
    2,821
    MILLIONS
  • Total Number of Accounts
    14,485
    ACCOUNTS
  • Average Account Value
    $194,726
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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BADGES
Clean Record
This advisor has a clean track record with regulators.

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