Lyall Friedline, financial advisor Lees Summit MO
73 score

Lyall Friedline

CRD Number: 5345889
Current Firm: Usa Financial Securities Corporation

Lyall Friedline (CRD# 5345889) is an Investment Advisor Representative working at Usa Financial Securities Corporation in Lees Summit, MO and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Usa Financial Securities Ada, MI Aug 2015 - Current 1
American Tax Advisors Of Kc Inc. Lee's Summit, MO Jan 2007 - Current 9
Triumph Wealth Advisors Woodstock, GA Sep 2014 - Aug 2015 < 1
Tcm Securities, Inc. Woodstock, GA Apr 2013 - Aug 2015 2
Questar Asset Management Minneapolis, MN Jan 2011 - Apr 2013 2
Questar Capital Corporation Minneapolis, MN Dec 2010 - Apr 2013 2
Sicor Securitiesinc Lee Smummit, MO Jan 2009 - Dec 2010 1
Sicor Securites Inc. Lee's Summit, MO May 2007 - May 2008 1
American Tax Advisors Inc. St Peters, MO Aug 2005 - Jan 2007 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2014
S63 Uniform Securities State Law Examination Feb 2009
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Lyall W. Friedline
Phone Number: 888-407-8198
Registered State(s):
  • AZ
  • CT
  • FL
  • IA
  • KS
  • MO
  • NE
  • OK
  • OR
  • CA
By the Numbers
  • Total Assets Under Management
    173
    MILLIONS
  • Total Number of Accounts
    1,466
    ACCOUNTS
  • Average Account Value
    $117,745
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
73

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