Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lyle? Claim Your ProfileLyle Jay Brandt is an investment advisor representative at Captrust. Lyle Jay Brandt has been in the industry since June 20, 1984, when he was registered with CHARLES SCHWAB & CO., INC. Lyle Jay Brandt is currently registered with Captrust in California. Lyle Jay Brandt has a Series 63, Series 8, Series 15 and Series 7 license. Lyle Jay Brandt is licensed to provide advisory services, including portfolio management, financial planning and pension consulting. Lyle Jay Brandt specializes in working with individuals, corporations, charitable organizations, investment companies, state or municipal government entities and pension and profit-sharing plans.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
01/14/2019 - Present
Captrust (San Ramon CA)
TX
06/20/1984 - 09/05/1995
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BC
Issued 03/07/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/17/1987
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 12/17/1984
Series 15 - Foreign Currency Options Examination
BC
Issued 06/16/1984
Series 7 - General Securities Representative Examination
Active
Inactive
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