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Larry Lytle

Wiser Advisor Group

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About Larry Lytle

Larry Lytle is an investment advisor with over 18 years of experience in the financial services industry. Larry has a strong background in providing financial planning and portfolio management services to high-net-worth individuals, families, and charitable organizations. Larry is a CERTIFIED FINANCIAL PLANNER™ professional and is registered with the Securities and Exchange Commission as an investment advisor representative. Larry currently works with Wiser Advisor Group where he provides comprehensive wealth management services.

Firm Information

Larry Lytle is currently registered with Wiser Advisor Group. Wiser Advisor Group is an independent financial advisory firm offering a wide range of services, including financial planning, portfolio management for individuals and businesses, and pension consulting. They serve a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pension plans. The firm has $115,050,484 in regulatory assets under management and is registered with the SEC.

$115.05M

Assets Under Management

3

Total Clients

2

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Larry Lytle’s Registration & Firm History

AZ

05/19/2023 - Present

Wiser Advisor Group (PHOENIX AZ)

AZ

10/03/2017 - 05/25/2023

RBC CAPITAL MARKETS, LLC (PHOENIX AZ)

AZ

08/07/2009 - 10/04/2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GILBERT AZ)

AZ

06/01/2009 - 08/31/2009

MORGAN STANLEY SMITH BARNEY (SCOTTSDALE AZ)

AZ

12/16/2004 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (SCOTTSDALE AZ)

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Licenses & Designations

IA

Issued 12/29/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/29/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/15/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

I

Investors' Exchange LLC

Disclosures

There are no public disclosures for Larry Lytle.
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