Adrian Devon Lyles

Employer firm

Lyles Wealth Management LLC CRD 299373

$41.4M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2015 → 02/2019
  Dempsey Lord Smith
  Calhoun, GA
• 08/2015 → 02/2019
  Dempsey Lord Smith
  Calhoon, GA
• 10/2018 → Present
  Lyles Wealth Management Llc
  Calhoun, GA

Previous Registrations

• 2015-08-14 → 2019-02-28
  Dempsey Lord Smith, Llc
  Calhoun, GA
  Calhoun, GA
  Calhoun, GA
  Calhoun, GA

Other Businesses

Founder; The P.U.L.L. Movement Inc.; Investment Related: No; Location: 105 Laurel Creek Rd. Ste 11B Calhoun, GA 30701; Description of the business: Organization is a non profit designed to reduce social inequality, while increasing the dialogue around cultural inclusion. ; Responsibilities Duties: Working with elected officials and community leaders to stimulate conversations around inequity. Speaking engagements may include personal experiences and hope for the future. ; Start date with business: 2020-06-12; Hours devoted to business during trading hours: 20; Hours devoted to business outside trading hours: 20;

Exams

• S66 Uniform Combined State Law Examination
  2015-08-11
• S63 Uniform Securities Agent State Law Examination
  2011-03-22

Other Names

• Adrian D Lyles
• Adrian Lyles