Keith D Lyle Jr.
Advisor at Cetera — Bainbridge, GA
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
1 year
Location
Bainbridge, GA 39819
Cetera
Institution
Keith Lyle Jr. is a financial advisor at Cetera with Series 66 credentials and one year of industry experience. He has held roles at Brannen & Lyle Investment Company and Cetera ADVISORS LLC, and has experience in asset management and financial planning. He serves as an elected board member of the Firehouse Arts Center, a nonprofit focused on community arts growth, and on the University of Georgia's Online Master’s of Financial Planning academic program alumni council. He is also a member of the Port City Waterfowlers hunting club. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to model portfolios, third-party managers, and bespoke strategies across various program structures and custodial relationships.
Based on Cetera
Based on Cetera
Flat fees may be charged for financial planning and consulting services as negotiated with advisor.
$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%
Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.
Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.
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.
Bainbridge, GA
410 S West Street
Bainbridge GA 39819
Advisors at this office
2
Georgia · Texas
1 year of industry experience
Lyle Investment Company LLC
2026 - Present • 1 year
Bainbridge, GA
Brannen & Lyle Investment Company - CRD 125308
2025 - 2026 • 1 year
Bainbridge, GA
Cetera
2025 - Present • 1 year
Schaumburg, IL
Cetera ADVISORS LLC
2024 - Present • 2 years
St. Cloud, MN
Brannen & Lyle Investment Company - CRD 125308
2023 - 2025 • 2 years
Bainbridge, GA
Cetera ADVISORS LLC
2023 - 2024 • 1 year
St Cloud, MN
University of Georgia
2021 - 2023 • 2 years
Athens, GA
Young Harris College
2017 - 2021 • 4 years
Young Harris, GA
Bainbridge High School
2013 - 2017 • 4 years
Bainbridge, GA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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