Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Russell? Claim Your ProfileRussell Lytle is an investment advisor with over 40 years of experience. Russell is currently registered with Money Concepts Capital Corp. Russell has also held registrations with Intersecurities, Inc., Sunamerica Securities, Inc., American Express Financial Advisors Inc., and IDS Financial Services Inc. Russell is registered in a number of states including California, Colorado, Florida, Indiana, Kentucky, Ohio, Texas, and Wyoming.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting 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.
A percentage of the total value of assets under management is charged.
Solicitor fee
1
2
FL
09/05/2003 - Present
Money Concepts Capital Corp. (PALM BEACH GARDENS FL)
FL
07/26/1999 - 06/06/2003
INTERSECURITIES, INC. (ST. PETERSBURG FL)
AZ
05/27/1998 - 06/21/1999
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
MN
12/15/1982 - 05/27/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/15/1982 - 12/24/1986
IDS FINANCIAL SERVICES INC. (MINNEAPOLIS MN)
IA
Issued 09/01/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/22/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/03/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1986
Series 7 - General Securities Representative Examination
BC
Issued 02/29/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/14/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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