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David M Lyall, Private Wealth Advisor serving the Charlotte, NC area - Ameriprise Advisors

David M Lyall

Private Wealth Advisor

GuideSource Wealth Advisors

An Ameriprise Private Wealth Advisor

32
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 5.0 / 5 rating based on 21 reviews
See disclosures

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Family Finances
  • Investment Management
  • Investments
  • Charitable Giving
  • Saving for Education

Education

  • Bachelor of Science, Business Education, Appalachian State University, Boone, NC

Community participation

  • I enjoy mentoring those younger than myself, because I believe the combination of our younger generations' talents and skills with their successors' knowledge and power can create an educated Tomorrow.

Interests

  • Fishing
  • Cooking
  • Traveling
  • Live Music
  • Sports