Lyle Mutter, financial advisor Charlotte NC

Lyle Mutter

CRD Number: 6608502
Current Firm: Adhesion Wealth Advisor Solutions

Lyle Mutter (CRD# 6608502) is an Investment Advisor Representative working at Adhesion Wealth Advisor Solutions in Charlotte, NC and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Adhesion Wealth Advisor Solutions Charlotte, NC Nov 2017 - Current 3
Secrest Blakey & Associates Davidson, NC Jan 2016 - Nov 2017 1
Full-time Education Grundy, VA Jun 2008 - Dec 2015 7
Grundy National Bank Grundy, VA May 2015 - Aug 2015 < 1
New River United Blacksburg, VA Aug 2013 - May 2015 1
Eric Johnsen State Farm Christiansburg, VA Apr 2014 - Dec 2014 < 1
Grundy Community Center Grundy, VA Apr 2012 - Jan 2013 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2019
Contact Info for Lyle Mutter
Phone Number: 888-295-8351
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    7,050
    MILLIONS
  • Total Number of Accounts
    24,107
    ACCOUNTS
  • Average Account Value
    $292,446
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

FL, IL, NC, NY, TX, VA

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