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William Lyall

Public Safety Financial/galloway

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About William Lyall

William Lyall is an Investment Advisor Representative at Public Safety Financial/galloway with offices in Mesa, Arizona. William has been active in the industry since 2017 and has a Series 65 license. William currently provides advisory services to clients in Arizona and Texas. William's specialties include portfolio management for businesses and individuals, and financial planning. William is also a certified financial planner. William has experience with high-net-worth individuals and has worked with over 2600 individuals in total.

Firm Information

William Lyall is currently registered with Public Safety Financial/galloway. Public Safety Financial/galloway is a registered investment advisor with offices in Mesa, Arizona. They have 27 investment adviser representatives, 3 registered representatives, and manage over $792 million in assets. The firm provides financial planning, educational seminars, portfolio management for individuals and businesses, and publication of periodicals. They primarily serve high-net-worth individuals and individuals other than high-net-worth.
Public Safety Financial/galloway

1138 N ALMA SCHOOL RD

MESA, AZ 85201

$792.72M

Assets Under Management

Not reported

Total Clients

28

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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William Lyall’s Registration & Firm History

AZ

08/03/2023 - Present

Public Safety Financial/galloway (MESA AZ)

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Licenses & Designations

IA

Issued 02/20/2017

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Lyall.
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