Prospera Financial Services
45yrs
Top advisor by experience in Redlands
New
Kyle Smith is a fiduciary financial advisor in Redlands, California, registered since Sep 2026. Kyle joined Prospera Financial Services in 2026, a firm offering financial planning, investment management, and private fund management. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 124 advisors with offices in Redlands, and one of 107 fiduciaries.
At a glance
ExperienceNew to the profession (since Sep 2026)
How that compares ?New to the profession
Office1200 California St Suite 220, Redlands, CA 92374
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$681,918
Advisors at the firm270
States licensed ?1 state
Services through Prospera Financial Services
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
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 65Uniform Investment Adviser Law Examination
Career
- Sep 2026 – nowProspera Financial Services, Inc.Current firm
Contact Kyle
(972) 581-3000Firm headquarters in Dallas, TX. Ask for Kyle. 1200 California St Suite 220Redlands, CA 92374Office · Get directions X (Twitter) pageProspera Financial Services
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Questions to ask Kyle
Tailored to Kyle’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
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About Kyle
How do I contact Kyle?
Call Prospera Financial Services at (972) 581-3000 and ask for Kyle Smith. Kyle works from the Redlands, CA office.
How long has Kyle been a financial advisor?
Kyle is new to the profession, registered since Sep 2026, and holds 1 license.
What licenses does Kyle hold?
Series 65. 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?
Prospera Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, a share of investment gains, other 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.
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