Kyle P. Piper

INVEST FOR A LIFETIME

Red Bank, NJ 07701

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CRD#: 6756456

Professional summary

Kyle Patrick Piper is a registered financial advisor currently at INVEST FOR A LIFETIME, 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 2 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.

1. 12/09/2019 - INVEST FOR A LIFETIME, LLC/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 0%/ RED BANK, NJ 2. 8/4/2021 - Invest For A Lifetime, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 07/17/2021 - 160 Hours Per Month During Securities Trading - I provide investment advisory services through Invest For A Lifetime, LLC, an independent investment advisor firm. I started this business activity in 08/04/21. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

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

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

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)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/9/2021

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 6/24/2020

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/21/2019

Securities Industry Essentials Examination

Current Firm

INVEST FOR A LIFETIME, LLC

CRD#: 314555 / SEC#:

New Jersey

Registered Investment Advisory firm - (6/22/2021 Approved)

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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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	309
AUM (Assets Under Management)	$ 65,970,989

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Kyle P. Piper

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

INVEST FOR A LIFETIME, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/9/2021

Series 7TO

Date: 6/24/2020

SIE

Date: 10/21/2019

Current Firm

INVEST FOR A LIFETIME, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

INVEST FOR A LIFETIME, LLC

TRUST BUT VERIFY

Contact information

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