Kyle Lothrop (CRD# 7588020) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Smithfield, RI and has 1 year of experience in the finance industry.
CRD# 4318531
Integrated Wealth Concepts LLC
CRD# 4030542
Ameriprise Financial Services, LLC
CRD# 6230536
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Fidelity Investments | Smithfield, RI | Jun 2022 - Current | 2 |
Radius Financial Group | Norwell, MA | Oct 2020 - Jun 2022 | 1 |
John Hancock | Duxbury, MA | May 2020 - Aug 2020 | < 1 |
Bryant University | Smithfield, RI | Sep 2016 - May 2020 | 3 |
John Hancock | Boston, MA | Jun 2018 - Jul 2018 | < 1 |
Honey Dew | Bridgewater, MA | Mar 2016 - Sep 2017 | 1 |
Yukon Landscaping | Raynham, MA | Jun 2016 - Aug 2016 | < 1 |
Coyle And Cassidy High School | Taunton, MA | Sep 2012 - Jun 2016 | 3 |
Edgewood Pool And Tennis Club | Raynham, MA | May 2015 - Sep 2015 | < 1 |
Edgewood Pool And Tennis Club | Raynham, MA | May 2014 - Sep 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 2022 |
S66 | NASAA Uniform Combined State Law Examination | Jan 2024 |
- MA
- RI
- TX
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Total Assets Under Management818,776MILLIONS
-
Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
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, VT, WA, WI, WV, WY
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