Lester Pyle
Lester Pyle is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Newport Beach, CA, with 29 years of industry experience. Lester operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
4000 Mac Arthur Blvd, Suite 1050, Newport Beach, CA, 92660
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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
Lester is involved in retirement plan consulting through Sageview Advisory Group and CWMG, LLC, and offers financial services through a broker-dealer. He also sells fixed insurance products, including life, health, disability, annuities, and long-term care, and sells life settlements through Welcome Funds, Inc. as an insurance agent.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Sageview Advisory Group, LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Sageview Advisory Group, LLC
Cetera Advisor Networks LLC
Unionbanc Investment Services, LLCBroker
Unionbanc Investment Services, LLC
Walnut Street Advisers INC
Walnut Street Securities, INC.Broker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Walnut Street Securities, INC.Broker
State Registrations15 states
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