ML
CFA
ML
CFA

Michael Thomas Lytle

24 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
23 advisors
Number of Clients
1,119 clients
Average Client Portfolio
$442K average
Assets Under Management
$494.4M

Fee Structure

Minimum Annual Fee:$200
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Location

2 Perimeter Park South, Suite 500 West, Birmingham, AL, 35243

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Michael is a board member for Birmingham Bandits Lacrosse, an advisor for Dawson Baptist Church, and an investment committee member for the Baptist Foundation of Alabama. He also serves as President, Board Member, and Volunteer Coach for Vestavia Lacrosse Organization, dedicating a few hours per week.

Employment History
Current Registrations
Trust Advisory Group LTD
January 2025 - Present · 1 yr 1 mo
Stonex Advisors INC.
May 2022 - Present · 3 yrs 9 mos
Stonex Securities INC.Broker
May 2022 - Present · 3 yrs 9 mos
Previous Registrations
Alps Distributors, INC.Broker
October 2011 - May 2022 · 10 yrs 7 mos
Highland Associates INC
October 2006 - May 2022 · 15 yrs 7 mos
Amsouth Asset Management, INC.
October 2003 - September 2006 · 2 yrs 11 mos
Amsouth Investment Management Company LLC
June 2001 - October 2003 · 2 yrs 4 mos
State Registrations1 state
AL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Michael Thomas Lytle - Financial Advisor | TrueAdvisor