Larry Lytle
Investment adviser representative at Wiser Advisor Group
17 yearsExperience
6 statesRegistered in
CFP® certificationDesignation
$127.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Quincy Wells Capital, LLCMar 2026 to now
- Wiser Advisor GroupMay 2023 to now
- Great Point Capital, LLCAug 2023 to Mar 2026
- RBC Capital Markets, LLCOct 2017 to May 2023
- Bank of America, N.A.May 2011 to Oct 2017
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2009 to Oct 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 6 states (AZ, CA, FL, SD, TX, UT).
Wiser Advisor Group
Legal name: Wiser Advisor Group LLC
$127.8MAssets managed
154Clients
3Advisers
3 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
- 4872962
- Firm CRD
- 326579