Lyle Finley, financial advisor Durham NC

Lyle Finley

CRD Number: 2482249
Current Firm: Rj20, Inc.

Lyle Finley (CRD# 2482249) is an Investment Advisor Representative working at Rj20, Inc. in Durham, NC and has over 26 years of experience in the finance industry. Lyle Finley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Rj20, Inc. Chapel Hill, NC Jan 2012 - Current 9
C2 Asset Management, LLC Morrisville, NC Jan 2013 - Mar 2015 2
Capital Investment Group, Inc. Raleigh, NC May 2005 - Jan 2012 6
Cic Advisers, Inc. Raleigh, NC May 2005 - Jan 2012 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1994
S66 NASAA Uniform Combined State Law Examination Dec 2001
Contact Info for Lyle D. Finley
Phone Number: 877-438-7520
Firm Website: http://www.rj20.com
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Educational seminars/workshops
Types of Clients
Registered States

NC

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