Kyle R. Linton

Accredited Investment Fiduciary® Advisor & LPL Registered Representative

Twenty years from now you will be more disappointed by the things you didn’t do than the ones you did do.  Explore, Dream, Discover! 

Graduated from University of Wyoming in 1988

Licenses Held through LPL Financial:

07 - general securities representative (GS) license.

63 - the Uniform Securities Agent license, is required by each state and authorizes licensees to transact business within the state.

66 - the newest exam offered by NASAA. In essence, it combines the Series 63 and 65 exams

Currently Registered for Securities and Insurances in 17 states

Personal Interests:

Former Professional Golfer – still like to play regularly

Martial Arts – Black Belt in Karate

Book Worm

24 years of working in the Financial Investment Industry has provided extensive experience with assisting clients in navigating the most challenging markets of the past few decades.

Well suited to provide knowledge and guidance for all, whether your needs are as an Individual, a Family, a Business or an Entity.  Ability to provide Financial Planning, Retirement Income Planning, Educational Savings and Planning, Investment Management, Behavioral Investing and much more, even with new emerging challenges we may face in our futures.

Excited to work with those who are serious about accomplishing their goals!  Seeking clients who would prefer a “whole portfolio theory” to manage risks through multiple market cycles.  It’s never too early or too late to begin planning a strategy to help you pursue your life goals.

Things to Remember

The most important rule of trading is to play a great defense, not a great offense.


Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss.