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Lyle F Terry

Principal Advised Services

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About Lyle F Terry

Lyle Terry is a financial professional with over two years of experience in the industry. Lyle has a strong background in sales and service, with experience in both banking and retirement consulting. Lyle is currently registered with Principal Advised Services and holds a Series 7, Series 66, and SIE license. Lyle specializes in providing financial advice to individuals and families, particularly those who are approaching retirement or are already retired. Lyle is committed to helping clients achieve their financial goals and is dedicated to providing personalized service and guidance.

Firm Information

Lyle Terry is currently registered with Principal Advised Services. Principal Advised Services is a registered investment advisor based in Des Moines, IA. They offer portfolio management for individuals and selection of other advisors. The firm manages $569,489,941 in regulatory assets under management, primarily for individuals other than high-net-worth individuals. They also have a wrap fee program.
Principal Advised Services

655 9TH STREET

DES MOINES, IA 50309

$569.49M

Assets Under Management

1,268

Total Clients

144

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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percentage of assets

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

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Lyle Terry’s Registration & Firm History

GA

08/20/2024 - Present

Principal Advised Services (ATLANTA GA)

NV

05/25/2023 - 09/29/2023

MORGAN STANLEY (Las Vegas NV)

NV

09/13/2022 - 11/09/2022

FIDELITY BROKERAGE SERVICES LLC (HENDERSON NV)

NV

10/07/2021 - 06/30/2022

AMERIPRISE FINANCIAL SERVICES, LLC (Las Vegas NV)

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Licenses & Designations

BOTH

Issued 11/02/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/07/2021

Series 7TO - General Securities Representative Examination

BC

Issued 08/27/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lyle F Terry.
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