Lyle Meek (CRD# 1214477) is an Investment Advisor Representative working at Cerro Pacific Wealth Advisors, LLC in San Luis Obispo, CA and has over 40 years of experience in the finance industry.
CRD# 1633454
Lpl Financial LLC
CRD# 6342307
San Luis Wealth Advisors
CRD# 4781575
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cerro Pacific Wealth Advisors, LLC | San Luis Obispo, CA | Oct 2020 - Current | 3 |
| Wells Fargo Clearing Services, LLC | San Luis Obispo, CA | Nov 2016 - Oct 2020 | 3 |
| Wells Fargo Advisors LLC | San Luis Obispo, CA | May 2009 - Nov 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1984 |
| S65 | NASAA Investment Advisors Law Examination | Feb 1998 |
- CA
-
Total Assets Under Management441MILLIONS
-
Total Number of Accounts806ACCOUNTS
-
Average Account Value$547,629
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, IL, LA, NH, OR, TX
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