Robert Lyles (CRD# 5762097) is an Investment Advisor Representative working at Storehouse Investments LLC in New Castle, PA and has over 13 years of experience in the finance industry.
CRD# 1549189
Centauri Advisory Group, Inc.
CRD# 2361084
Edward Jones
CRD# 4776883
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Farrell Area School Distrcit | Farrell, PA | Sep 2023 - Current | < 1 |
City Of New Castle | New Castle, PA | Nov 2020 - Current | 3 |
Robert Lyles, Sole Proprietor | New Castle, PA | Feb 2020 - Current | 4 |
Storehouse Investments LLC | New Castle, PA | Jul 2019 - Current | 4 |
Williams-cleaveland Company | New Castle, PA | Aug 2016 - Feb 2020 | 3 |
Sa Stone Investment Advisors Inc. Dba Williams-cleaveland Financ | New Castle, PA | Jan 2017 - Jul 2019 | 2 |
Sa Stone Wealth Management Inc. Dba Williams-cleaveland Financia | New Castle, PA | Oct 2016 - Jul 2019 | 2 |
Pnc Investments | New Castle, PA | Jan 2014 - Aug 2016 | 2 |
Pnc Bank | New Castle, PA | Jan 2014 - Jan 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | May 2010 |
S66 | NASAA Uniform Combined State Law Examination | Dec 2013 |
- OH
- PA
-
Total Assets Under Management25MILLIONS
-
Total Number of Accounts169ACCOUNTS
-
Average Account Value$147,779
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
OH, PA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.