Kingswood Wealth Advisors
41yrs
Top advisor by experience in Campbell
15yrs
David Lytle has worked in the financial industry for 15 years and is a fiduciary financial advisor based in Campbell, California. David has been with LPL Financial since 2021; before that, David spent ten years at Waddell & Reed. LPL Financial offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 153 advisors with offices in Campbell, and one of 131 fiduciaries.
At a glance
Experience15 years (since 2011)
How that compares ?15 years in the industry
Office900 E Hamilton Ave Suite 230, Campbell, CA 95008
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?2 states
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2021 – nowLPL Financial LLCCurrent firm
- 2011 – 2021Waddell & ReedPreviously
Contact David
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for David. 900 E Hamilton Ave Suite 230Campbell, CA 95008Office · Get directions Facebook pageLPL Financial
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Questions to ask David
Tailored to David’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About David
How do I contact David?
Call LPL Financial at (704) 733-3300 and ask for David Lytle. David works from the Campbell, CA office.
How long has David been a financial advisor?
David has been in the industry since 2011, about 15 years. 15 years in the industry.
What licenses does David hold?
Series 66. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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