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AL

Adrian D. Lyles

LYLES WEALTH MANAGEMENT LLC
Calhoun, GA 30701
Some features on this profile are disabled
CRD#: 5889785
AL

Professional summary

Adrian Devon Lyles, who also goes by Adrian D Lyles, Adrian Lyles, is a registered financial advisor currently at LYLES WEALTH MANAGEMENT LLC located in Calhoun, Georgia.

Adrian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Adrian has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Adrian D Lyles | Adrian Lyles

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adrian Devon Lyles'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

December 3, 2018 - Present

LYLES WEALTH MANAGEMENT LLC

Office #1: 105 Laurel Creek Rd. Suite 11b, Calhoun, GA 30701
RIA
CRD#: 299373
Calhoun, GA
Past

August 14, 2015 - February 28, 2019

DEMPSEY LORD SMITH, LLC

RIA
CRD#: 141238
CALHOUN, GA
Past

July 2, 2015 - February 28, 2019

DEMPSEY LORD SMITH, LLC

BD
CRD#: 141238
CALHOUN, GA
Past

March 21, 2011 - July 7, 2015

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
CARTERSVILLE, GA

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
Georgia
(12/3/2018)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/11/2015
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 3/22/2011
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/14/2012
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 3/18/2011
Investment Company Products/Variable Contracts Representative Examination

Current Firm

LW
LYLES WEALTH MANAGEMENT LLC
LYLES WEALTH MANAGEMENT LLC

CRD#: 299373 / SEC#:

Georgia
Registered Investment Advisory firm - (12/3/2018 Approved)
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Contact information

Main Address
105 Laurel Creek Rd. Suite 11b, Calhoun, GA 30701
Mailing Address
Phone number
(770) 630-9259
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts159
AUM (Assets Under Management)$ 39,273,652

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.

Company Information

LYLES WEALTH MANAGEMENT LLC

CRD#: 299373Calhoun, GA 30701

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