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Keith D Lyle

Advisor at Cetera — Bainbridge, GA

Updated today

Credentials

Series 63, Series 66

Experience

24 years

Location

Bainbridge, GA 39819

Cetera logo

Cetera

Institution

Total advisors

10,171

Across 5,095 offices

Clients per advisor

79 Low

Avg AUM per client

$306,089 Low

HNW client ratio

10% Low

About

Keith Lyle is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and over 24 years of industry experience. He has worked with Cetera and its affiliates since 2013 and is also a partner and advisory representative at Brannen & Lyle Investment Company. Outside of his advisory roles, Lyle serves as chairman of the Bainbridge/Decatur County Development Authority and holds board memberships with the Decatur County Board of Education, Decatur Co. School Foundation, and Bainbridge Decatur County Chamber of Commerce. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party managers.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Occupation focus

Based on Cetera

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees may be charged for financial planning and consulting services as negotiated with advisor.

Percentage

$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%

Commissions

Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.

Project-based

Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.

Other

Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.

Location

See office

Bainbridge, GA

410 S West Street

Bainbridge GA 39819

Advisors at this office

2

Most active in

Georgia · Texas

Work history

24 years of industry experience

Lyle Investment Company LLC

2026 - Present • 1 year

Bainbridge, GA

Cetera

2024 - Present • 2 years

Schaumburg, IL

Cetera Advisors LLC

2013 - Present • 13 years

Denver, CO

Brannen & Lyle Investment Company

2011 - 2026 • 15 years

Bainbridge, GA

Edward Jones

2007 - 2011 • 4 years

Bainbridge, GA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Stephen P

Series 63

Bainbridge, GA

Raymond James Financial

Stephen Poitevint is a financial advisor with Raymond James Financial, holding a Series 63 designation and over 41 years of industry experience. He has been with Raymond James Financial since 1990 and also operates Stephen P. Poitevint Inc. Outside of his advisory role, he serves as an elected elder and deacon at First Presbyterian Church in Bainbridge, GA. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, institutional investors, and various organizations. The firm offers tailored, non-discretionary advice supported by risk profiling and analytical tools, and it maintains a unique affiliation with a municipal advisor to support public finance needs.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive

Timothy T

Series 66

Bainbridge, GA

Edward Jones

Timothy Thompson is a Series 66 licensed financial advisor with five years of experience, currently working at Edward Jones since 2021. Prior to joining Edward Jones, he spent five years with the Bainbridge Decatur County Recreation Authority. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) Divorce financial planning ESG / Sustainable investing Wealth management Retired Founder/Business Owner Executive
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James J

CFP®, Series 63, Series 66

Bainbridge, GA

Mass Mutual Investors Services

James Jackson Jr. is a CFP®-credentialed financial advisor with Mass Mutual Investors Services, bringing three years of industry experience. Prior to joining MassMutual, he worked at HB Wealth Management, LLC and held multiple roles spanning financial services and other industries. Outside of advising, he serves as CFO of SOWEGA Meat Company, LLC, overseeing the company’s financial operations. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring client relationships on an annual collaborative basis using firm-approved analytical tools.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Clayton W

Series 66

Bainbridge, GA

Edward Jones

Clayton Wells is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held positions at Pinnacle Bank, Truist Bank, and the University of Georgia. Edward Jones is a full-service wealth management firm serving individual and institutional clients with diverse investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Paul B

Series 63, Series 65

Bainbridge, GA

Mass Mutual Investors Services

Paul Bridges III is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 13 years of industry experience. His prior roles include positions at LPL Financial and Capital City Bank. Outside of his advisory work, he is involved in managing a cattle and horse farming business. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm utilizes firm-approved software for goal analysis and offers a range of programs including asset management and educational seminars.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced

Roland H

Series 66

Bainbridge, GA

Edward Jones

Roland Hancock III is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2019. Prior to joining Edward Jones, he held positions at Georgia Southwestern State University and Southland Academy. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated products, supported by a large nationwide network of advisors and branch offices.

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Retired Founder/Business Owner Executive
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