Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lyle? Claim Your ProfileLyle Cogbill is a financial advisor at Wells Fargo Advisors Financial Network, LLC, with over 30 years of experience in the industry. Lyle has been registered as an investment advisor representative since 2009. Prior to joining Wells Fargo Advisors, Lyle worked for Wells Fargo Advisors, LLC, Prudential Securities Incorporated, and Morgan Keegan & Company, Inc. Lyle holds Series 3, 7, 9, 10, 63 and 65 licenses. Lyle also provides investment consulting services to institutional clients.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
AR
11/23/2009 - Present
Wells Fargo Advisors Financial Network, LLC (LITTLE ROCK AR)
AR
07/01/2003 - 11/06/2009
WELLS FARGO ADVISORS, LLC (LITTLE ROCK AR)
NY
04/14/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
TN
05/05/1992 - 04/13/2000
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
IA
Issued 07/12/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/12/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/17/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/15/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2003
Series 3 - National Commodity Futures Examination
BC
Issued 05/04/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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