Financial ADVSR advisor directory · SEC adviser records
Lyons Wealth Management financial advisors in Winter Park, FL
Every SEC-registered investment adviser representative at a Lyons Wealth Management office in Winter Park, A to Z.
3 registered advisors work at Lyons Wealth Management in Winter Park, out of 4 at the firm nationwide; it ranks number 29 in the city by advisors. 0 list the CFP designation and 1 are also registered broker representatives.
Lyons Wealth Management advisors in Winter Park, A to Z
Every Lyons Wealth Management advisor →- Austin JackInvestment adviser rep
- Jeroen LindersInvestment adviser rep
- Alexander ReadAlso a broker rep
Lyons Wealth Management advisors in every city and state →Lyons Wealth Management: assets, clients and custodians →Advisor Moves: who changed firms this week →
Lyons Wealth Management advisors in other cities
Other firms in Winter Park
All Winter Park advisors →Morgan Stanley 51Merrill Lynch, Pierce, Fenner & Smith Incorporated 46Wells Fargo Clearing Services, LLC 38Strategic Advisers LLC 26Ameriprise Financial Services, LLC 24Truist Advisory Services, Inc. 22LPL Financial LLC 21Raymond James Financial Services Advisors, Inc. 20UBS Financial Services Inc. 18Charles Schwab & Co., Inc. 12Raymond James & Associates, Inc. 10Rockefeller Financial LLC 8
Questions
How many financial advisors does Lyons Wealth Management have in Winter Park?
3 investment adviser representatives are registered at Lyons Wealth Management offices in Winter Park, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 0 list the CFP designation and 1 are also registered as broker representatives.
Is Lyons Wealth Management one of the largest advisor employers in Winter Park?
Lyons Wealth Management ranks number 29 in Winter Park by registered advisors; Morgan Stanley has the most, with 51.
How do I check a Lyons Wealth Management advisor in Winter Park?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Lyons Wealth Management office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.