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Charles Lytle (CRD# 5672581) is an Investment Advisor Representative working at Lytle Investments in Grand Island, NY and has over 14 years of experience in the finance industry.
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Equitable Advisors, LLC
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Park Avenue Securities LLC
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CRD# 3212629
Wells Fargo Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Lytle Investments | Grand Island, NY | Oct 2009 - Current | 14 |
Osaic Wealth, Inc. | Grand Island, NY | May 2009 - Current | 15 |
Lytle Associates | Grand Island, NY | Feb 2009 - Current | 15 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 2009 |
- NY
- TX
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Total Assets Under Management67MILLIONS
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Total Number of Accounts375ACCOUNTS
-
Average Account Value$179,772
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, NC, NJ, NY, TX
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