Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Edmund Lytle is a financial advisor with over 20 years of experience in the financial services industry. Craig has held positions at several firms, including Transamerica Financial Advisors, Inc., Signator Investors, Inc., and currently at Lion Street Advisors, LLC. Craig is a Certified Financial Planner™ professional and holds a Series 6, 7, 24, 52, 53, 63, and 65 licenses. Craig specializes in providing comprehensive financial planning, retirement planning, investment management, and insurance solutions.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
TX
08/21/2020 - Present
Lion Street Advisors, LLC (AUSTIN TX)
DE
05/13/2016 - 10/22/2018
SIGNATOR INVESTORS, INC. (NEWARK DE)
DE
02/14/2011 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (WILMINGTON DE)
PA
01/22/2009 - 02/14/2011
SAMMONS SECURITIES COMPANY, LLC (LINCOLN UNIVERSITY PA)
DE
10/04/2006 - 01/15/2009
MML INVESTORS SERVICES, INC. (NEW CASTLE DE)
DE
08/05/2003 - 09/26/2006
METLIFE SECURITIES INC. (NEWARK DE)
DE
08/05/2003 - 09/26/2006
METROPOLITAN LIFE INSURANCE COMPANY (NEWARK DE)
NY
02/09/1998 - 08/06/2003
AXA ADVISORS, LLC (NEW YORK NY)
NY
02/09/1998 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 07/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/27/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/01/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/31/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1999
Series 7 - General Securities Representative Examination
BC
Issued 02/06/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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