Livingston Wealth Management, LLC
 
Livingston Wealth Management, LLC team
  OUR FOCUS: INVESTING FOR YOUR FUTURE

Livingston Wealth Management, LLC has been helping clients work toward their financial goals since 1997.

Company Focus
Team Biographies

>> Daniel L. Livingston, CFP®

>> Kyle E. Livingston

>> Andrea Agosta

>> Garnett A. Kellam
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TEAM BIOGRAPHIES

Kyle E. Livingston, Financial Consultant

Kyle E. Livingston

Kyle is a graduate of Salisbury University with a degree in Finance. As such, he has satisfied the educational requirements of the Certified Financial Planners Board of Standards and is currently an exam candidate for the CFP® designation. Upon his forthcoming completion of the Board of Standards' "Four E's" (education, experience, examination, and ethics), Kyle will obtain the highest designation in the financial planning vocation, the Certified Financial Planner®.

Presently, Kyle is working closely with his father, Dan Livingston, CFP®. Kyle is instrumental in assisting his father to help clients achieve their financial goals. He participates in our management of client assets, prepares client-related financial analyses, and assists in client meetings.

Kyle and Caryn, his wife of three years, bought their first house in September of 2015. They are both active in their church, Allen Memorial Baptist Church of Salisbury, Maryland, serving as leaders in the youth ministry and also leading a Bible study for millennials.

Kyle is also an active member of the Salisbury Jaycees, where he has also served on the board of directors since November of 2013.

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The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the following states: AL, AZ, CA, CT, DE, FL, KY, ME, MD, MI, MO, NJ, NM, NY, NC, PA, SC, TN, TX, and VA.