Unclaimed Profile

Allan Glen Lyle

LYLE, ALLAN GLEN·SAN RAFAEL, California

Series 1, Series 4029 years registeredLYLE, ALLAN GLEN

165 NORTH REDWOOD DRIVE, SAN RAFAEL, CA 94903-1974CRD# 314931Firm CRD# 10603

Profile Verification

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

Identity

Allan Glen Lyle · SAN RAFAEL, CA

Registration

CRD #314931 · LYLE, ALLAN GLEN · 29 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: LYLE, ALLAN GLEN

LYLE & FORSYTH INVESTMENT MANAGERS

Jul 1997 – Dec 2011

SAN RAFAEL, CA

Registrations & Exams

FINRA examinations passed

Series 1

Series 40

Registration record

First registered · July 8, 1997

Years registered · 29

Disclosure History

1998Regulatory·Final

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

LYLE, ALLAN GLEN

CRD 10603 · SEC 801-16717

AUM

$194M

Regulatory assets under management

Employees

144 client accounts

Services offered by LYLE, ALLAN GLEN

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at LYLE, ALLAN GLEN →

Introduction

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Frequently Asked Questions

What services does Allan Glen Lyle offer?

Allan Glen Lyle specializes in Investment Management, Fee-Only Advisory.

What are Allan Glen Lyle's credentials?

Allan Glen Lyle is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Allan Glen Lyle located?

Allan Glen Lyle is based in SAN RAFAEL, California, last registered with LYLE, ALLAN GLEN.

How does Allan Glen Lyle charge for services?

Allan Glen Lyle'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 LYLE, ALLAN GLEN?

LYLE, ALLAN GLEN has approximately 2 employees and manages $194M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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