Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Lyle is an Investment Advisor Representative at Cumberland Advisors. Timothy has been in the industry for over 30 years and holds several industry licenses and certifications. He is also a President of Cranswick Inc., a transportation contractor and consulting firm. His experience includes working at several firms including G.F. Investment Services, LLC, Broker Dealer Financial Services Corp. and Mutual Service Corporation. Timothy has a strong understanding of the financial markets and a proven track record of success. He is committed to providing his clients with personalized financial advice and guidance to help them 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.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting services for governmental clients
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.
Model delivery fees
1
2
FL
11/09/2016 - Present
Cumberland Advisors (SARASOTA FL)
FL
08/10/2012 - 05/13/2016
G.F. INVESTMENT SERVICES, LLC (SARASOTA FL)
IA
02/23/2009 - 07/17/2012
BROKER DEALER FINANCIAL SERVICES CORP. (CORALVILLE IA)
FL
01/10/2005 - 02/20/2009
MUTUAL SERVICE CORPORATION (WEST PALM BEACH FL)
FL
01/10/2005 - 12/20/2007
CONTEMPORARY FINANCIAL SOLUTIONS, INC. (WEST PALM BEACH FL)
IA
01/08/2004 - 01/12/2005
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
NY
12/02/2003 - 02/06/2004
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
06/04/1999 - 12/02/2003
TRUSTED SECURITIES ADVISORS CORP. (NEW YORK NY)
MN
01/20/1999 - 06/02/1999
LIFEUSA SECURITIES, INC. (MINNEAPOLIS MN)
CT
11/21/1996 - 12/31/1998
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
NJ
04/26/1994 - 11/05/1996
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IN
08/20/1993 - 04/13/1994
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
08/09/1993 - 04/13/1994
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IA
01/29/1992 - 08/13/1993
BROKER DEALER FINANCIAL SERVICES CORP. (WEST DES MOINES IA)
IA
10/30/1989 - 02/05/1992
DICKINSON & CO. (DES MOINES IA)
NA
06/29/1989 - 11/10/1989
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
NA
02/01/1989 - 06/12/1989
A. G. EDWARDS & SONS, INC.
NA
04/20/1983 - 01/30/1989
PIPER, JAFFRAY & HOPWOOD INCORPORATED
BOTH
Issued 11/26/2001
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/07/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/02/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/28/1997
Series 4 - Registered Options Principal Examination
BC
Issued 10/20/1992
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/07/1989
Series 24 - General Securities Principal Examination
BC
Issued 05/13/2016
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2010
Series 3 - National Commodity Futures Examination
BC
Issued 04/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
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