Unclaimed
Scott Alan Lyle is a registered Investment Advisor Representative with Cain, Watters & Associates, LLC. Scott is based in Frisco, TX and has been in the industry since 2014. Scott has a Series 65 license and is active in Texas. Scott holds specializations in Pension Plans, Individuals, Businesses and Family Office services. Cain, Watters & Associates, LLC primarily serves individuals, trusts and charitable organizations. The firm provides financial planning, portfolio management 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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
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TX
06/22/2018 - Present
Cain, Watters & Associates, LLC (FRISCO TX)
IA
Issued 06/18/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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