David Lyle
Vice President - Investments at Wells Fargo Advisors
Based in San Francisco, United States
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Seniority
Vp
Department
Finance & Accounting
Location
San Francisco
Industry
Financial Services
Company size
15K
Contact information
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d•••••••@wellsfargoadvisors.com
Phone
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Background
About David Lyle
I am a Financial Advisor in Wells Fargo Advisors' downtown San Francisco office, helping manage investment assets for individuals, families, trusts, retirement plans, charitable organizations, and businesses. CERTIFIED FINANCIAL PLANNER (TM) Practitioner #133484 California Insurance Lic #0B36584 This information is intended for use by residents of AZ, CA, CO, HI, ID, IL, MA, MD, NM, NY, OR, PA, TX, WA, and WY Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social
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