John LyleCRD Number: 2011230
Current Firm: Stifel, Nicolaus & Company, Incorporated
John Lyle (CRD# 2011230) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Mobile, AL and has over 27 years of experience in the finance industry.
Retirement Advisors, Inc.
Msi Financial Services, Inc.
Global Financial Private Capital, LLC
|Stifel Nicolaus & Co Inc.||Mobile, AL||Feb 2016 - Current||1|
|Wells Fargo Advisors LLC||Mobile, AL||May 2009 - Feb 2016||6|
|Wachovia Securities LLC||Mobile, AL||Jul 2003 - May 2009||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1990|
|S65||NASAA Investment Advisors Law Examination||May 1998|
Total Assets Under Management38,401MILLIONS
Total Number of Accounts115,441ACCOUNTS
Average Account Value$332,650
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV