Unclaimed Profile

Larry Lytle

WISER ADVISOR GROUP LLC·PHOENIX, Arizona

SIE, Series 7, Series 63, Series 65CFP16 years registeredWISER ADVISOR GROUP LLC

4616 E SUNSET DR, PHOENIX, AZ 85028CRD# 4872962Firm CRD# 326579

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Larry Lytle · PHOENIX, AZ

Registration

CRD #4872962 · WISER ADVISOR GROUP LLC · 16 years registered

Brand Profile

Not yet started

Career History

QUINCY WELLS CAPITAL, LLC

Mar 2026 – present

WISER ADVISOR GROUP

May 2023 – present

RBC CAPITAL MARKETS, LLC

Oct 2017 – May 2023

PHOENIX, AZ

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Aug 2009 – Oct 2017

GILBERT, AZ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · August 31, 2009

Years registered · 16

Professional designation · CFP

Disclosure History

2026Customer Dispute·Pending

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

WISER ADVISOR GROUP LLC

CRD 326579 · SEC 801-127992

AUM

$118M

Regulatory assets under management

Employees

240 client accounts

Services offered by WISER ADVISOR GROUP LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WISER ADVISOR GROUP LLC →

Introduction

Speak with Larry

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Larry is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in PHOENIX?

Browse all registered financial advisors in PHOENIX, Arizona or claim this profile if it's yours.

Browse PHOENIX Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Larry Lytle offer?

Larry Lytle specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in PHOENIX, Arizona for a consultation.

What are Larry Lytle's credentials?

Larry Lytle holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Larry Lytle located?

Larry Lytle is based in PHOENIX, Arizona, working with WISER ADVISOR GROUP LLC. Their office serves clients in the PHOENIX metropolitan area and surrounding communities.

How does Larry Lytle charge for services?

Larry Lytle's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WISER ADVISOR GROUP LLC?

WISER ADVISOR GROUP LLC has approximately 2 employees and manages $118M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →