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Lyle Todd Warner

Edward Jones

Ishpeming, MI

CRD 2993418

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2014-08-21
MI RA APPROVED 2010-09-28
  • TX RA
    APPROVED_RES
    Since 2014-08-21
  • MI RA
    APPROVED
    Since 2010-09-28

Branch Locations

662 Palms Avenue, Ishpeming, MI 49849 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Unemployed Ishpeming MI 02/1998 Present
Edward D. Jones & Co., L.P. Ishpeming MI 09/1998 Present
  • 02/1998 → Present
    Unemployed
    Ishpeming, MI
  • 09/1998 → Present
    Edward D. Jones & Co., L.P.
    Ishpeming, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-08-30
S63 Uniform Securities Agent State Law Examination 1998-07-31
  • S66 Uniform Combined State Law Examination
    2010-08-30
  • S63 Uniform Securities Agent State Law Examination
    1998-07-31

View on SEC IAPD

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