William
Williams
Lytle Investments
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About this Advisor
William Williams is a financial advisor based in Grand Island, New York, working with Lytle Investments. William has previously held positions at Lpl Financial, LLC, Pruco Securities LLC, Prudential Insurance Company Of America, Winthrop Partners -Wny, LLC, Brookstone Capital Management, Fisher Investments, Royal Alliance Associates, Inc, Private Advisor Group, LLC, and Valic Financial Advisors. William has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in New York. Currently, William is part of Lytle Investments, which operates out of Grand Island, New York. The firm has 6 employees and manages assets totaling $67.4 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Lytle Investments includes asset-based fees.
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Lytle Investments Brokerage Details
$67,414,350
6
375
$179,772
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
William Williams Work History
Royal Alliance Associates, Inc
Fisher Investments
Brookstone Capital Management
Winthrop Partners -Wny, LLC
Pruco Securities LLC
Prudential Insurance Company Of America
Lpl Financial, LLC
Private Advisor Group, LLC
Valic Financial Advisors
Disclosures
Please visit the SEC profile of William Williams to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lytle Investments
Grand Island, NY
Grand Island, NY
Grand Island, NY
Grand Island, NY
Grand Island, NY
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