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Zachary Evan Lytle

Wiser Advisor Group

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About Zachary Evan Lytle

Zachary Lytle is an investment advisor representative with Wiser Advisor Group. Zachary Lytle has been in the financial services industry since February 13, 2019. Zachary Lytle is licensed to provide investment advice in Arizona and Texas. Zachary Lytle previously worked at RBC Capital Markets, LLC. Zachary Lytle holds the Series 66, Series 7, and SIE licenses. Zachary Lytle specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations. Zachary Lytle is a registered representative of FINRA and is also registered with the state of Arizona and Texas.

Firm Information

Zachary Lytle is currently registered with Wiser Advisor Group. Wiser Advisor Group is an independent financial advisory firm offering a wide range of services, including financial planning, portfolio management for individuals and businesses, and pension consulting. They serve a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pension plans. The firm has $115,050,484 in regulatory assets under management and is registered with the SEC.

$115.05M

Assets Under Management

3

Total Clients

2

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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Zachary Lytle’s Registration & Firm History

AZ

05/19/2023 - Present

Wiser Advisor Group (PHOENIX AZ)

AZ

02/14/2019 - 05/25/2023

RBC CAPITAL MARKETS, LLC (PHOENIX AZ)

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Licenses & Designations

BOTH

Issued 07/01/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/14/2019

Series 7TO - General Securities Representative Examination

BC

Issued 11/27/2018

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

I

Investors' Exchange LLC

Disclosures

There are no public disclosures for Zachary Evan Lytle.
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