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KP

Kyle P. Piper

INVEST FOR A LIFETIME
Red Bank, NJ 07701
Some features on this profile are disabled
CRD#: 6756456
KP

Professional summary

Kyle Patrick Piper is a registered financial advisor currently at INVEST FOR A LIFETIME, LLC located in Red Bank, New Jersey and CSI GROUP ADVISORS, LLC located in Red Bank, New Jersey.

Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Kyle has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle Patrick Piper's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

June 22, 2021 - Present

INVEST FOR A LIFETIME, LLC

Office #1: 165 Highway 35 Suite 1, Red Bank, NJ 07701
RIA
CRD#: 314555
Red Bank, NJ
Current

February 19, 2026 - Present

CSI GROUP ADVISORS, LLC

Office #1: 165 Highway 35 Suite 1, Red Bank, NJ 07701
RIA
CRD#: 338012
Red Bank, NJ
Past

January 12, 2021 - November 3, 2021

LPL FINANCIAL LLC

RIA
CRD#: 6413
RED BANK, NJ
Past

June 24, 2020 - June 12, 2025

LPL FINANCIAL LLC

BD
CRD#: 6413
RED BANK, NJ

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
New Jersey
(6/22/2021)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/9/2021
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 6/24/2020
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/21/2019
Securities Industry Essentials Examination

Current Firm

IF
INVEST FOR A LIFETIME, LLC
INVEST FOR A LIFETIME, LLC | LIFETIME WEALTH ADVISORS, LLC

CRD#: 314555 / SEC#:

New Jersey
Registered Investment Advisory firm - (6/22/2021 Approved)
PREMIUM
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Contact information

Main Address
165 Highway 35 Suite 1, Red Bank, NJ 07701
Mailing Address
Phone number
(732) 741-7711
Established
Firm type
Fiscal year end
# of Employees
4

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts326
AUM (Assets Under Management)$ 78,048,584

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

INVEST FOR A LIFETIME, LLC

CRD#: 314555Red Bank, NJ 07701

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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