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Lyle Maurer
11 Years of Experience
Dalton, GA
1 DisclosureBroker
Lyle Maurer is a registered investment advisor at Cetera Investment Advisers LLC, based in Dalton, GA, with 11 years of industry experience. Lyle 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
500 East Walnut Street, Dalton, GA, 30721
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Regulatory History (1)
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Customer Dispute
November 2017Denied
Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2015 - Present · 11 yrs 2 mos
Cetera Investment Services LLCBroker
December 2014 - Present · 11 yrs 5 mos
State Registrations13 states
ALCACTFLGAHIILMAMOMSNCTNWV
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.