Unclaimed Profile

Lyle Dean Finley

RJ20, INC.·DURHAM, North Carolina

SIE, Series 6TO, Series 7, Series 24, Series 63, Series 66CFPClean record24 years registeredRJ20, INC.

2530 MERIDIAN PARKWAY, DURHAM, NC 27713CRD# 2482249Firm CRD# 149575

Profile Verification

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

Identity

Lyle Dean Finley · DURHAM, NC

Registration

CRD #2482249 · RJ20, INC. · 24 years registered

Brand Profile

Not yet started

Career History

RJ20, INC.

Dec 2012 – present

WELLS FARGO ADVISORS

Sep 2023 – May 2024

RALEIGH, NC

C2 ASSET MANAGEMENT, LLC

May 2013 – Mar 2015

MORRISVILLE, NC

RJ20, INC.

Jan 2012 – Apr 2012

CHAPEL HILL, NC

CIC ADVISERS, LLC

May 2005 – Jan 2012

RALEIGH, NC

SUNTRUST SECURITIES, INC.

Jan 2005 – May 2005

RALEIGH, NC

NCF FINANCIAL SERVICES, INC.

Sep 2002 – Jan 2005

RALEIGH, NC

INVEST FINANCIAL CORPORATION

Feb 2002 – Sep 2002

RALEIGH, NC

Registrations & Exams

FINRA examinations passed

SIE

Series 6TO

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · February 5, 2002

Years registered · 24

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RJ20, INC.

CRD 149575 · SEC 801-74442

Employees

Total firm employees

Services offered by RJ20, INC.

Per Form ADV

Financial planning

Charitable organization or education services

Client types served by the firm

Per Form ADV

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at RJ20, INC. →

Introduction

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Frequently Asked Questions

What services does Lyle Dean Finley offer?

Lyle Dean Finley specializes in Financial Planning. Contact their office in DURHAM, North Carolina for a consultation.

What are Lyle Dean Finley's credentials?

Lyle Dean Finley holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Lyle Dean Finley located?

Lyle Dean Finley is based in DURHAM, North Carolina, working with RJ20, INC.. Their office serves clients in the DURHAM metropolitan area and surrounding communities.

How does Lyle Dean Finley charge for services?

Lyle Dean Finley's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RJ20, INC.?

RJ20, INC. has approximately 2 employees. The firm is registered with the SEC as an investment adviser.

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