Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lyle? Claim Your ProfileLyle Bowlin is a financial advisor at LPL Financial LLC, and has been in the industry since March 3, 2020. Lyle is registered with FINRA and is currently licensed in Texas and Florida as an investment advisor representative. Lyle is also registered in 29 states, and holds the Series 7, Series 66, and SIE licenses. Lyle is able to provide investment advice and financial planning services to individuals, businesses, corporations, high net worth individuals, and other entities. Lyle is also able to provide pension consulting, selection of other advisors, portfolio management for businesses and individuals, and educational seminars.
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.
Consulting and other non-discretionary advisory services
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.
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2
FL
01/03/2022 - Present
LPL Financial LLC (LAKELAND FL)
BOTH
Issued 07/12/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/04/2020
Series 7TO - General Securities Representative Examination
BC
Issued 03/04/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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