Lyle Finley is a CFP-designated registered investment advisor at Rj20, INC., based in Durham, NC, with 30 years of industry experience. Lyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Retirement Planning.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Durham, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Rj20, INC.
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
C2 Asset Management, LLC
Rj20, INC.
Cic Advisers, LLC
Capital Investment Group, INC.Broker
Suntrust Securities, INC.Broker
Suntrust Securities, INC.
Ncf Financial Services, INC.
Ncf Financial Services, INC.Broker
Invest Financial Corporation
Invest Financial CorporationBroker
Prudential Securities IncorporatedBroker
Edward D. Jones & CO., L.P.Broker
State Registrations1 state
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