Unclaimed
Lyle Anson Deo is a financial professional with over 40 years of experience in the financial services industry. Lyle is currently registered as a Registered Representative and Investment Advisor Representative with Cetera Investment Advisers LLC. Lyle's previous experience includes positions with FIRST FINANCIAL EQUITY CORPORATION, MUTUAL SECURITIES, INC., NEW ENGLAND SECURITIES, INTEGRATED RESOURCES EQUITY CORPORATION, and PEBSCO SECURITIES CORP. Lyle holds the Series 63, Series 7, Series 1, and SIE exams. Lyle is also a Chartered Financial Consultant. Lyle is a Registered Representative with a broad range of experience serving individuals, corporations, insurance companies, pension and profit-sharing plans, charitable organizations, and state or municipal government entities. Lyle is a Managing Partner of DKGB Financial and offers financial services through FFEC Wealth Partners. Lyle's expertise in financial services has enabled him to build a strong reputation in the industry. Lyle is committed to providing his clients with sound financial advice and guidance.
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.
1
2
AZ
06/29/2023 - Present
Cetera Investment Advisers LLC (Tucson AZ)
AZ
04/12/2016 - 04/20/2022
FIRST FINANCIAL EQUITY CORPORATION (Tucson AZ)
AZ
12/03/2013 - 04/12/2016
MUTUAL SECURITIES, INC. (TUCSON AZ)
AZ
01/03/1978 - 12/09/2013
NEW ENGLAND SECURITIES (TUCSON AZ)
NA
01/20/1988 - 03/01/1988
INTEGRATED RESOURCES EQUITY CORPORATION
NA
08/10/1981 - 03/17/1986
PEBSCO SECURITIES CORP.
BC
Issued 3/5/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/18/1984
Series 7 - General Securities Representative Examination
BC
Issued 12/22/1977
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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