KL
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Keith Lyle

23 Years of Experience
Bainbridge, GA
BrokerSells Insurance

Keith Lyle is a registered investment advisor at Cetera Investment Advisers LLC, based in Bainbridge, GA, with 23 years of industry experience. Keith 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

410 S West Street, Bainbridge, GA, 39819

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Keith is an advisory representative and registered representative/partner at Brannen & Lyle Investment Company, dedicating nearly full-time hours to asset management and financial services. He also serves on several boards and sells fixed insurance products, including life insurance, annuities, and long-term care, spending a few hours per week on insurance sales.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Brannen & Lyle Investment Company
January 2012 - Present · 14 yrs 4 mos
Cetera Advisors LLCBroker
August 2011 - Present · 14 yrs 9 mos
Previous Registrations
Cetera Advisors LLC
March 2020 - March 2024 · 4 yrs
Cetera Advisors LLC
September 2011 - October 2014 · 3 yrs 1 mo
Edward Jones
February 2007 - August 2011 · 4 yrs 6 mos
Edward JonesBroker
September 2002 - August 2011 · 8 yrs 11 mos
State Registrations26 states
ALAZCACOCTDCFLGAKYLAMAMNMOMSMTNCNEOHORSCSDTNTXUTVAWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.