Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Terrance Lytle is a financial advisor registered with Corient. John has been in the financial industry for over 10 years and has experience working with high-net-worth individuals, corporations, and institutions. John holds the Series 7 and 66 licenses. John is affiliated with Corient and its predecessor firm, Avalon Wealth Management LLC. John is dedicated to providing clients with personalized financial advice and investment solutions. Corient specializes in providing investment advice and portfolio management services to a wide range of clients, including individuals, corporations, institutions, and high-net-worth individuals. Corient is a registered investment advisor with the Securities and Exchange Commission.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
TX
05/02/2023 - Present
Corient (Houston TX)
TX
11/26/2013 - 05/05/2023
AVALON WEALTH MANAGEMENT LLC (HOUSTON TX)
BOTH
Issued 03/24/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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