Trevor Allen Lyke Jd
ChFC®, CLU®Professional Summary
Trevor Allen Lyke JD, ChFC®, CLU®, who also goes by Trevor Allen Lyke, is a registered financial advisor currently at LYKE FINANCIAL located in Canton, Ohio and PURSHE KAPLAN STERLING INVESTMENTS located in Canton, Ohio. Trevor is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Trevor has worked at 6 firms and has passed the Series 63, Series 7TO, SIE and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Trevor Allen Lyke
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Videos & Posts
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Contact Information
xxxxx@xxxx.xxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Credentials
Years of Experience
30 years in the financial services industry
Current & Past Employments
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Current Firm
JERRY A. LYKE AND ASSOCIATES, INC. | LYKE FINANCIAL
Contact Information
Main Address
4017 Whipple Avenue Nw, Canton, OH 44718Phone Number
(330) 499-4022# of Employees
3Documents
Regulatory Assets Under Management
Total Number of Accounts
321AUM (Assets Under Management)
$94,215,978Similar Advisors
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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.
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State Registrations and Notice Filings
(8/9/2024)
(10/13/2010)
(5/8/2014)
(7/11/2014)
(1/12/2021)
(7/11/2014)
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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Aug 1996About the Series 6 examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Trevor Allen Lyke JD's CRS (Customer Relationship Summary).
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