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Lyle Harley Cole

BCO WEALTH MANAGEMENT, LLC·CARLSBAD, New Mexico
SIE, Series 6, Series 7, Series 63, Series 65ChFCClean record29 years registeredBCO WEALTH MANAGEMENT, LLC
412 N CANAL ST, CARLSBAD, NM 88220CRD# 2187064Firm CRD# 322276

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lyle Harley Cole · CARLSBAD, NM
Registration
CRD #2187064 · BCO WEALTH MANAGEMENT, LLC · 29 years registered
Brand Profile
Not yet started
01

Career History

BCO WEALTH MANAGEMENT, LLC
Jul 2022 – present
CAPITAL ANALYSTS
Jun 2012 – Nov 2022
CARLSBAD, NM
LINCOLN INVESTMENT
Jun 2012 – Nov 2022
FORT WASHINGTON, PA
CAPITAL ANALYSTS INCORPORATED
May 2005 – Jun 2012
CARLSBAD, NM
LINCOLN FINANCIAL ADVISORS CORPORATION
Jan 1997 – May 2005
CARLSBAD, NM
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 63
Series 65
Registration record
First registered · January 17, 1997
Years registered · 29
Professional designation · ChFC
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BCO WEALTH MANAGEMENT, LLC
CRD 322276 · SEC 801-126061
AUM
$267M
Regulatory assets under management
Employees
7
1,072 client accounts
Services offered by BCO WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
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 BCO WEALTH MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does Lyle Harley Cole offer?
Lyle Harley Cole specializes in Financial Planning, Investment Management. Contact their office in CARLSBAD, New Mexico for a consultation.
What are Lyle Harley Cole's credentials?
Lyle Harley Cole holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Lyle Harley Cole located?
Lyle Harley Cole is based in CARLSBAD, New Mexico, working with BCO WEALTH MANAGEMENT, LLC. Their office serves clients in the CARLSBAD metropolitan area and surrounding communities.
How does Lyle Harley Cole charge for services?
Lyle Harley Cole's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BCO WEALTH MANAGEMENT, LLC?
BCO WEALTH MANAGEMENT, LLC has approximately 7 employees and manages $267M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BCO WEALTH MANAGEMENT, LLC

John Milo Overstreet
CARLSBAD, NM

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