Unclaimed
Larry Lyle is a registered representative and investment advisor representative with PFS Investments Inc. Larry has been in the securities industry since April 1983. Larry holds the Series 6, 63, 26 and 65 licenses as well as the SIE designation. Larry is licensed to provide investment advice in Alabama, California, Florida, Georgia, Hawaii, Texas and Wisconsin. Larry also works with individuals, high net worth individuals, corporations, and charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
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2
GA
04/07/2021 - Present
PFS Investments Inc. (CARROLLTON GA)
IA
Issued 01/17/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/23/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/06/1987
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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