UBS Financial Services
44yrs
Top advisor by experience in Everett
14yrs
Kyle Max
Financial advisor at LPL Financial
Kyle Max is a fiduciary financial advisor in Everett, Washington, with 14 years in the industry. Kyle joined LPL Financial in 2012, a firm offering financial planning, investment management, and educational workshops. LPL Financial reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 112 advisors with offices in Everett, and one of 108 fiduciaries.
At a glance
Experience14 years (since 2012)
How that compares ?More experience than 52% of advisors in Washington
Office11127 Evergreen Way, Everett, WA 98204
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
- 2012 – nowLPL Financial LLCCurrent firm
Contact Kyle
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Kyle. 11127 Evergreen WayEverett, WA 98204Office · Get directions Facebook pageLPL Financial
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Kyle
Tailored to Kyle’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Kyle
How do I contact Kyle?
Call LPL Financial at (704) 733-3300 and ask for Kyle Max. Kyle works from the Everett, WA office.
How long has Kyle been a financial advisor?
Kyle has been in the industry since 2012, about 14 years. More experience than 52% of advisors in Washington.
What licenses does Kyle hold?
Series 66. Tap any license on this page to see what it allows.
Is Kyle a fiduciary?
Kyle is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Kyle paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Kyle 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.
Other advisors nearby
LPL Financial
44yrs
Top 1% by experience in Washington
Ameriprise Financial Services
41yrs
Top 2% by experience in Washington
Edward Jones
40yrs
Top 1% by experience at Edward Jones
UBS Financial Services
40yrs
Top 4% by experience in Everett
UBS Financial Services
38yrs
Top 5% by experience in Everett