Tad Lyle is a registered investment advisor, based in Englewood, CO, with 36 years of industry experience.
Location
116 Iverness Dr. E, Suite 275, Englewood, CO, 80112
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Tad provides wealth management services through The Ameriflex Group and uses Planning Resources Inc. as a DBA for securities business, dedicating full-time hours to each. Tad is also an insurance agent, offering various insurance products and spending about 10-20% of his time on this activity.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
The Ameriflex Group
Previous Registrations
Osaic Wealth, INC.Broker
Sagepoint Financial, INC.Broker
Principal Securities, INC.
Principal Securities, INC.Broker
State Registrations17 states
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