Robert Lyles (CRD# 5762097) is an Investment Advisor Representative working at Storehouse Investments LLC in New Castle, PA and has over 13 years of experience in the finance industry.
CRD# 1549189
Centauri Advisory Group, Inc.
CRD# 2361084
Edward Jones
CRD# 4776883
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Farrell Area School Distrcit | Farrell, PA | Sep 2023 - Current | < 1 |
| City Of New Castle | New Castle, PA | Nov 2020 - Current | 3 |
| Robert 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 | Aug 2016 - Feb 2020 | 3 |
| Sa Stone Investment Advisors Inc. Dba Williams-cleaveland Financ | New Castle, PA | Jan 2017 - Jul 2019 | 2 |
| Sa Stone Wealth Management Inc. Dba Williams-cleaveland Financia | New Castle, PA | Oct 2016 - Jul 2019 | 2 |
| Pnc Investments | New Castle, PA | Jan 2014 - Aug 2016 | 2 |
| Pnc Bank | New Castle, PA | Jan 2014 - Jan 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2010 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2013 |
- 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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