Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lyle? Claim Your ProfileLyle Floyd is an active financial advisor with over 20 years of experience in the industry. Lyle is currently registered with Raymond James & Associates, Inc. and is licensed to provide investment advisory services in Florida and Texas. Previously, Lyle worked at Wells Fargo Clearing Services, LLC and A. G. Edwards & Sons, Inc. Lyle holds Series 6, 7, and 66 licenses and has experience in various financial planning services, including portfolio management for individuals and businesses. Lyle is committed to providing comprehensive financial guidance and tailored investment strategies to help clients achieve their financial goals.
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.
Please see note in schedule d - miscellaneous
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
FL
10/06/2022 - Present
Raymond James & Associates, Inc. (TALLAHASSEE FL)
FL
01/01/2008 - 02/20/2018
WELLS FARGO CLEARING SERVICES, LLC (TALLAHASSEE FL)
FL
10/06/2002 - 01/03/2008
A. G. EDWARDS & SONS, INC. (TALLAHASSEE FL)
WI
07/03/1997 - 08/19/1997
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
WI
07/03/1997 - 08/19/1997
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 10/11/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2002
Series 7 - General Securities Representative Examination
BC
Issued 07/02/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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