Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Lyle is an investment advisor representative with Equitable Advisors, LLC. David has been in the industry since August 2020. David is registered in 11 states and holds a Series 66, Series 7, Series 24 and a SIE exam. David is affiliated with the Parkersburg branch of Equitable Advisors.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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
WV
11/23/2020 - Present
Equitable Advisors, LLC (PARKERSBURG WV)
BOTH
Issued 10/03/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/24/2023
Series 24 - General Securities Principal Examination
BC
Issued 08/18/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/15/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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