Lyle H. Remington

OREGON FINANCIAL PRODUCTS & SERVICES

Portland, OR 97213-3793

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CRD#: 1065863

Professional summary

Lyle Harold Remington is a registered financial advisor currently at OREGON FINANCIAL PRODUCTS & SERVICES, LLC located in Portland, Oregon.

Lyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. Lyle has worked at 6 firms and has passed the Series 65, Series 63, Series 7, Series 22, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

I AM ENGAGED IN TWO OTHER BUSINESSES AS SOLE PROPRIETOR, LIFE AND HEALTH INSURANCE AGENT AND INCOME TAX PREPARER. BOTH OTHER BUSINESSES ARE CONDUCTED UNDER THE SAME NAME AS THE INVESTMENT ADVISOR BUSINESS, OREGON FINANCIAL PRODUCTS & SERVICES, LLC. BOTH OTHER BUSINESSES ARE INVESTMENT RELATED. BOTH OTHER BUSINESSES ARE CONDUCTED AT THE SAME ADDRESS AS THE INVESTMENT ADVISOR BUSINESS. LIFE/HEALTH INSURANCE AGENT (SINCE 1982) - 10% OF TIME ANNUALLY INCOME TAX PREPARER (SINCE 1988) - 20% OF TIME ANNUALLY (70% FEBRUARY, MARCH & APRIL)

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lyle Harold Remington's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 17, 2010 - Present

OREGON FINANCIAL PRODUCTS & SERVICES, LLC

Office #1: 5741 Ne Glisan St. Ste. 1, Portland, OR 97213-3793

RIA

CRD#: 155852

Portland, OR

Past

December 17, 2010 - February 14, 2019

OREGON FINANCIAL PRODUCTS & SERVICES, LLC

RIA

CRD#: 155852

PORTLAND, OR

Past

March 31, 1999 - December 31, 2001

MUTUAL SERVICE CORPORATION

CRD#: 4806

BOSTON, MA

Past

December 1, 1986 - March 31, 1999

TITAN/VALUE EQUITIES GROUP, INC.

CRD#: 6359

IRVINE, CA

Past

February 21, 1985 - December 11, 1986

FSC SECURITIES CORPORATION

CRD#: 7461

Past

December 24, 1984 - March 19, 1985

ALL SERVICES FINANCIAL CENTER

CRD#: 7832

Past

November 2, 1982 - December 17, 1984

WADDELL & REED

CRD#: 866

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Oregon
(2/17/2010)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/22/2000

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/4/1984

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 7/20/1985

General Securities Representative Examination

General Industry/Product Exam

Series 22

Date: 2/15/1983

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6

Date: 10/27/1982

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/18/1987

General Securities Principal Examination

Current Firm

OREGON FINANCIAL PRODUCTS & SERVICES, LLC

CRD#: 155852 / SEC#:

Oregon

Registered Investment Advisory firm - (1/15/2002 Approved)

Washington

Registered Investment Advisory firm - (4/19/2012 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

5741 Ne Glisan St. Ste. 1, Portland, OR 97213-3793

Mailing Address

Phone number

(503) 232-4214

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	75
AUM (Assets Under Management)	$ 14,223,170

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Lyle H. Remington

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lyle Harold Remington's CRS (Customer Relationship Summary).

Certified licenses

Experience

OREGON FINANCIAL PRODUCTS & SERVICES, LLC

MUTUAL SERVICE CORPORATION

TITAN/VALUE EQUITIES GROUP, INC.

FSC SECURITIES CORPORATION

ALL SERVICES FINANCIAL CENTER

WADDELL & REED

State Registrations and Notice Filings

Exams

Series 65

Date: 11/22/2000

Series 63

Date: 5/4/1984

Series 7

Date: 7/20/1985

Series 22

Date: 2/15/1983

Series 6

Date: 10/27/1982

Series 24

Date: 12/18/1987

Current Firm

OREGON FINANCIAL PRODUCTS & SERVICES, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

OREGON FINANCIAL PRODUCTS & SERVICES, LLC

TRUST BUT VERIFY

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