Simonae Lyles (CRD# 5451080) is an Investment Advisor Representative working at Storehouse Investments LLC in New Castle, PA and has over 16 years of experience in the finance industry.
CRD# 1549189
Centauri Advisory Group, Inc.
CRD# 2361084
Edward Jones
CRD# 4628189
The Wealth Consulting Group
Company Name | Location | Dates | Years |
---|---|---|---|
Slippery Rock University | Slippery Rock, PA | Sep 2023 - Current | < 1 |
Simonae Lyles, Sole Proprietor | New Castle, PA | Feb 2020 - Current | 4 |
Storehouse Investments LLC | New Castle, PA | Jul 2019 - Current | 4 |
Williams-cleaveland Company | New Castle, PA | Sep 2011 - Feb 2020 | 8 |
Sa Stone Investment Advisors Inc. Dba Williams-cleaveland Financ | New Castle, PA | Jan 2015 - Jul 2019 | 4 |
Sa Stone Wealth Managament Inc. Dba Williams-cleaveland Financia | New Castle, PA | Sep 2014 - Jul 2019 | 4 |
Sterne Agee Investment Advisors Services, Inc. | New Castle, PA | Jul 2014 - Jan 2015 | < 1 |
Wrp Investments, Inc. | Youngstown, OH | Jul 2014 - Sep 2014 | < 1 |
Cambridge Investment Research, Inc. | Fairfield, IA | Dec 2011 - Aug 2014 | 2 |
Cambridge Invesment Research Advisors, Inc. | Fairfield, IA | Oct 2011 - Aug 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Feb 2008 |
- OH
- PA
-
Total Assets Under Management25MILLIONS
-
Total Number of Accounts169ACCOUNTS
-
Average Account Value$147,779
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
OH, PA
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