Kylee J Harrison
Financial advisor at Lpl Financial LLC · Fremont, CA
Last updated 2026-10-10
Claim your profileKylee J Harrison is a financial advisor at Lpl Financial LLC in Fremont, CA, CRD 8149231. Licenses and exams on the registration: Series 66. IAPD registration began 2026-06-15.
Registration
- CRD number
- 8149231
- Registration status
- Active
- IAPD registration
- 2026-06-15
- Industry Experience
- 0 years
- Work Experience
- 10 years
- States registered
- CA
Licenses and exams
- Series 66
Work history
- 2021-06 to 2021-08 · Holt Law Firm · Tustin, CA
- 2020-08 to 2021-06 · University of Texas At San Antonio · San Amtonio, TX
- 2021-08 to 2021-12 · Orange Coast Community · Costa Mesa, CA
- 2021-12 to 2022-06 · Blinn College · Bryan, TX
- 2022-04 to 2023-08 · Shiner Park · College Station, TX
- 2022-08 to 2025-05 · Texas A&M University · College Station, TX
- 2024-05 to 2024-06 · Ecole de Superieure Agricultures · Angers
- 2025-08 to Present · Lpl Financial · Fremont, CA
- 2020-06 to 2020-08 · N/A · Houston, TX
- 2016-08 to 2020-06 · Cy-Fair Senior High School · Cypress, TX
- 2025-08 to Present · Fremont Bank · Fremont, CA
Current employment
- Lpl Financial LLC · Fort Mill, SC
Lpl Financial LLC
- Regulatory AUM
- $819,117,829,825
- Registered advisors
- 23,458
- Offices
- 23,296
- Clients per advisor
- 84.7 (Moderate)
- Average AUM per client
- $412.2K (Low)
- High-net-worth client ratio
- 33.8% (Moderate)
Lpl Financial LLC: advisors, services and reported ETF investments
About
Kylee J Harrison is a financial advisor at Lpl Financial LLC in Fremont, CA. Reported securities licenses include Series 66. The latest record indicates less than 1 year of industry experience and 10 years of reported work history. Reported roles include Lpl Financial, Fremont Bank, Texas A&M University, Ecole de Superieure Agricultures, among others.
SEC disclosures list additional business and community activities: 1: 01/28/2026; investment products and services are offered through lpl financial llc using the dba/trade name fb investment services; investment related; at reported business location(s); start date 08/11/2025; 160hrs/mth; 160hrs during trading 2; 08/31/2026; investment products and services are offered through lpl financial llc using the dba/trade name the harrison group, fb investment services; investment related; at reported business location(s); start date 09/01/2026; 10hrs/mth; 5hrs during trading.
Lpl Financial LLC's firm-level Form ADV reports 23,458 advisors across 23,296 offices; approximately 84.7 clients per advisor, average assets per client of $412,241, and regulatory AUM of $819.1B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, State or municipal government entities, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Educational Seminars or Workshops, Other Advisory Service.
PortfolioFuture's firm-level 13F analysis covers $318.3B across 1,914 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Kylee J Harrison personally.
Reported ETF positions
LPL Financial reports 1,914 ETF positions worth $318.3B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| IVV — iShares Core S&P 500 ETF | $11.1B |
| QQQ — Invesco QQQ Trust, Series 1 | $7.8B |
| SPY — SPDR S&P 500 ETF TRUST | $7.4B |
| SPYM — State Street SPDR Portfolio S&P 500 ETF | $5.6B |
| SPYG — State Street SPDR Portfolio S&P 500 Growth ETF | $4.8B |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
LPL Financial's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $4B | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $3.3B | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | CORO — iShares International Country Rotation Active ETF | $471.6M | Top 99.8% | Residual alpha +5.96% · Residual Sharpe 0.24 |
| Diversification Benefits | IALT — iShares Systematic Alternatives Active ETF | $609.6M | Top 99.4% | Replicability (R²) 33.8% · Residual Sharpe 1.52 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Lpl Financial LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Educational Seminars or Workshops
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Other Financial Product Salesperson
- Engaged in Other Business
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Banking or Thrift Institution
- Insurance Company or Agency
Location
39150 Fremont Blvd Fl 4, Fremont, CA 94538
16 advisors at this office.
Contact
The firm's filed contact details.
Official record
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