Lyle Dean Finley
Investment adviser representative at Rj20, Inc.
17 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$0Firm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Seminars and workshops
Experience
17 years in the industry.
- Wells Fargo Bank, NAJun 2023 to now
- Wells Fargo Clearing Services, LLCJun 2023 to now
- Rj20, Inc.Dec 2012 to now
- North Carolina National GuardFeb 2009 to Jul 2023
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2001
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 1 state (NC).
Rj20, Inc.
$0Assets managed
0Clients
1Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2482249
- Firm CRD
- 149575