Kyle Colwell joined Private Advisor Group in April of 2011 as a member of the transition services team. In this role, Kyle worked with financial advisors and their staff to transition their existing client base to Private Advisor Group/LPL. This experience enabled him to develop a deep understanding of the processes and procedures of Private Advisor Group and LPL Financial.
In December of 2012, Kyle took on his current role as an OSJ delegate and compliance specialist with Private Advisor Group’s compliance team. His responsibilities include reviewing and approving alternative investment purchases, performing non-OSJ office audits and helping Private Advisor Group’s financial advisors navigate the world of compliance.
Kyle resides in Morristown, NJ.
Education: BA in history, University of Vermont
Registrations Held with LPL Financial: FINRA Series 7, 66, 24