Lyle Deo
Lyle Deo is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Tucson, AZ, with 48 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
Firm Size
IM Fee
Assets Under Management
Location
3573 E. Sunrise Drive, Suite 133, Tucson, AZ, 85718
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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
Lyle is an insurance agent selling fixed and life settlement insurance products, and a financial professional with FFEC Wealth Partners and DKGB Financial. He dedicates about a quarter of his time to each of the financial services roles.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
First Financial Equity Corporation
First Financial Equity CorporationBroker
Nova Financial & Insurance Services
Mutual Securities, INC.Broker
Integrated Resources Equity CorporationBroker
Pebsco Securities CORP.Broker
New England SecuritiesBroker
State Registrations10 states
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.