CFP

Larry Lytle

21 Years of Experience

Phoenix, AZ

1 DisclosureBroker

Larry Lytle is a CFP-designated registered investment advisor, based in Phoenix, AZ, with 21 years of industry experience.

Location

Phoenix, AZ

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History

Regulatory History (1)

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Customer Dispute

February 2026

Pending

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Other Business Activities

Larry is involved in several business activities, including being the owner of Cimarron General Investments LLC, Franklin Investments LLLP, Vida Nueva Investments LLC, Vida Nueva Cali, Lytle Democratization Technologies LLC, and The Ark Project LLC, as well as being the treasurer for Folds of Honor and providing consulting to non-profits. These activities require minimal time commitment, with a few hours per week dedicated to Lytle Democratization Technologies LLC and The Ark Project LLC.

Employment History

Current Registrations

Great Point Capital LLCBroker

August 2023 - Present · 2 yrs 9 mos

Wiser Advisor Group

May 2023 - Present · 3 yrs

Previous Registrations

RBC Capital Markets, LLCBroker

October 2017 - May 2023 · 5 yrs 7 mos

Morgan Stanley Smith BarneyBroker

June 2009 - August 2009 · 2 mos

Citigroup Global Markets INC.Broker

December 2004 - June 2009 · 4 yrs 6 mos

State Registrations6 states

AZCAFLSDTXUT

AdvisorBrokerBoth

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Exams

No exam information available for this advisor.

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