Wealth Advisor
Current
Lpl Financial (Cairn Wealth Advisors)
Jan 2012 - Present
AeroLeads people directory · profile
David Lytle Email & Phone Number
Financial Advisor at LPL Financial (Cairn Wealth Advisors)
at
Waddell & Reed
2 work emails found
@waddell.com
3 phones found area 408
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Advisor at LPL Financial (Cairn Wealth Advisors)
Location
Campbell, California, United States
Company size
Who is David Lytle? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
David Lytle is listed as Financial Advisor at LPL Financial (Cairn Wealth Advisors) at Waddell & Reed, a company with 2611 employees, based in Campbell, California, United States. AeroLeads shows a work email signal at waddell.com, phone signal with area code 408, and a matched LinkedIn profile for David Lytle.
David Lytle previously worked as Wealth Advisor at Lpl Financial (Cairn Wealth Advisors) and Financial Advisor at Waddell & Reed. David Lytle studied at Mission College.
Company email context
Email format at Waddell & Reed
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{first_initial}{last}@waddell.com
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AeroLeads found 2 current-domain work email signals for David Lytle. Compare company email patterns before reaching out.
Profile bio
About David Lytle
Providing investment and financial planning services based on your individual financial goals and objectives. I look forward to working with you.• David Lytle is a registered representative with and securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA & SIPC, please refer to 'Contact Info' section below.• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Listed skills include Small Business.
Current workplace
David Lytle's current company
Company context helps verify the profile and gives searchers a useful next step.
Waddell & Reed
6 roles
David Lytle work experience
A career timeline built from the work history available for this profile.
Financial Advisor
CurrentMy goal is to develop a financial plan tailored specifically to your needs as part of Waddell & Reed, a company that has helped people just like you get where they want to go for more than 75 years.
Apr 2011 - Present
Production Control Manager
Applied Thin-Film Products
Reported daily build schedule to Manufacturing Directed Production Control group to ensure timely shipment of product Acted upon NCR’s, ECO’s and CAR’s that effected my departments Maintained inventories and work orders in Vantage ERP system Represented Stockroom/ Shipping and Production Control groups in morning production meeting
Oct 2009 - Jun 2010
Senior Planner
Bloomenergy
Scheduled weekly production rates based off Sales forecast Maintained inventories in Oracle ERP system Created and updated Manufacturing wip report Directed Engineering on scheduling of Engineering projects in Manufacturing Was a part of Oracle implementation for Manufacturing group Directed Purchasing on quantities and lot sizes to support Manufacturing.
Apr 2007 - Sep 2009
Master Scheduler/ Production Planner
Cytyc Surgical Products
Scheduled production for domestic and offshore production facilities Updated and maintained the inventory and MRP modules in QAD Mfg/Pro ERP system Maintained excess and obsolete material report for Sarbanes-Oxley requirements Maintained lot traceability report for use in FDA audits Produced the Master Production Schedule from Sales and Marketing forecast
Sep 2005 - Apr 2007
Production Control And Manufacturing Manager
Dolch Computer Systems
Created Production schedule and ran day to day Mfg activities Part of JD Edwards ERP system implementation group Forecasted company's monthly revenue Created and maintained ISO proceduresManaged people in: Manufacturing, Order Entry, Production Control, Shipping and FacilitiesInterfaced daily between Sales, Manufacturing, Purchasing, Accounting and.
Apr 1996 - Sep 2005
Team & coworkers
Colleagues at Waddell & Reed
Other employees you can reach at waddell.com. View company contacts for 2611 employees →
BC
Bill Connell
Colleague at Waddell & ReedDetroit Metropolitan Area, United States
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GB
Georgeann Baxter
Colleague at Waddell & ReedOmaha, Nebraska, United States, United States
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BK
Bill King
Colleague at Waddell & ReedEdmond, Oklahoma, United States, United States
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TJ
Travis Jex
Colleague at Waddell & ReedKansas City Metropolitan Area, United States
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SH
Susan Hofer
Colleague at Waddell & ReedSioux Falls, South Dakota, United States, United States
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JS
Jodie Schmahl
Colleague at Waddell & ReedDuluth, Minnesota, United States, United States
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NN
Nancy Norris
Colleague at Waddell & ReedOlathe, Kansas, United States, United States
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KK
Kyle Kaemmer
Colleague at Waddell & ReedOverland Park, Kansas, United States, United States
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CB
Chris Blaze
Colleague at Waddell & ReedClovis, California, United States, United States
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JL
Joe Larson
Colleague at Waddell & ReedFargo-Moorhead, United States
View →
Bill Connell
Colleague at Waddell & ReedDetroit Metropolitan Area, United States
View →
GB
Georgeann Baxter
Colleague at Waddell & ReedOmaha, Nebraska, United States, United States
View →
BK
Bill King
Colleague at Waddell & ReedEdmond, Oklahoma, United States, United States
View →
TJ
Travis Jex
Colleague at Waddell & ReedKansas City Metropolitan Area, United States
View →
SH
Susan Hofer
Colleague at Waddell & ReedSioux Falls, South Dakota, United States, United States
View →
JS
Jodie Schmahl
Colleague at Waddell & ReedDuluth, Minnesota, United States, United States
View →
NN
Nancy Norris
Colleague at Waddell & ReedOlathe, Kansas, United States, United States
View →
KK
Kyle Kaemmer
Colleague at Waddell & ReedOverland Park, Kansas, United States, United States
View →
CB
Chris Blaze
Colleague at Waddell & ReedClovis, California, United States, United States
View →
JL
Joe Larson
Colleague at Waddell & ReedFargo-Moorhead, United States
View →
3 education records
David Lytle education
Education record
Mission College
Certificate, Financial Planning
Kaplan University
Education record
West Valley College
FAQ
Frequently asked questions about David Lytle
Quick answers generated from the profile data available on this page.
What company does David Lytle work for?
David Lytle works for Waddell & Reed.
What is David Lytle's role at Waddell & Reed?
David Lytle is listed as Financial Advisor at LPL Financial (Cairn Wealth Advisors) at Waddell & Reed.
What is David Lytle's email address?
AeroLeads has found 2 work email signals at @waddell.com for David Lytle at Waddell & Reed.
What is David Lytle's phone number?
AeroLeads has found 3 phone signal(s) with area code 408 for David Lytle at Waddell & Reed.
Where is David Lytle based?
David Lytle is based in Campbell, California, United States while working with Waddell & Reed.
What companies has David Lytle worked for?
David Lytle has worked for Lpl Financial (Cairn Wealth Advisors), Waddell & Reed, Applied Thin-Film Products, Bloomenergy, and Cytyc Surgical Products.
Who are David Lytle's colleagues at Waddell & Reed?
David Lytle's colleagues at Waddell & Reed include Bill Connell, Georgeann Baxter, Bill King, Travis Jex, and Susan Hofer.
How can I contact David Lytle?
You can use AeroLeads to view verified contact signals for David Lytle at Waddell & Reed, including work email, phone, and LinkedIn data when available.
What schools did David Lytle attend?
David Lytle studied at Mission College.
What skills is David Lytle known for?
David Lytle is listed with skills including Small Business.
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