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Paul Dennis Lytle

LYTLE INVESTMENT SERVICES CORP·GRAND ISLAND, New York
Clean recordLYTLE INVESTMENT SERVICES CORP
101 LANG BLVD, GRAND ISLAND, NY 14072CRD# 812630Firm CRD# 108109

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Paul Dennis Lytle · GRAND ISLAND, NY
Registration
CRD #812630 · LYTLE INVESTMENT SERVICES CORP
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Paul Dennis Lytle is a registered financial advisor based in GRAND ISLAND, New York, affiliated with LYTLE INVESTMENT SERVICES CORP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
LYTLE INVESTMENT SERVICES CORP
LYTLE INVESTMENTS
AUM
$54M
Regulatory assets under management
Employees
4
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 812630
Firm CRD# 108109
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Paul Dennis Lytle offer?
Paul Dennis Lytle specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in GRAND ISLAND, New York for a consultation.
What are Paul Dennis Lytle's credentials?
Paul Dennis Lytle is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paul Dennis Lytle located?
Paul Dennis Lytle is based in GRAND ISLAND, New York, working with LYTLE INVESTMENT SERVICES CORP. Their office serves clients in the GRAND ISLAND metropolitan area and surrounding communities.
How does Paul Dennis Lytle charge for services?
Paul Dennis Lytle'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 LYTLE INVESTMENT SERVICES CORP?
LYTLE INVESTMENT SERVICES CORP has approximately 4 employees and manages $54M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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