Larry Lyons (CRD# 2856522) is an Investment Advisor Representative working at Transce3nd LLC in Cumming, GA and has over 26 years of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 1742325
Edward Jones
CRD# 5828415
Ajax Capital Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Transce3nd, LLC | Kyle, TX | Oct 2022 - Current | 1 |
| Ae Wealth Management LLC | Topeka, KS | Jul 2022 - Current | 1 |
| Madison Avenue Securities | San Diego, CA | Jul 2022 - Current | 1 |
| E3 Wealth | Cumming, GA | Aug 2005 - Current | 18 |
| Transce3nd, LLC | Kyle, TX | Jun 2022 - Jul 2022 | < 1 |
| Lyons Wealth Management | Alpharetta, GA | Feb 2021 - Jul 2022 | 1 |
| Kalos Capital, Inc. | Alpharetta, GA | May 2005 - Jul 2022 | 17 |
| Kalos Management, Inc. | Alpharetta, GA | May 2005 - Jul 2022 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1997 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2005 |
- GA
- TX
-
Total Assets Under Management313MILLIONS
-
Total Number of Accounts2,378ACCOUNTS
-
Average Account Value$131,706
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, GA, IA, IL, KS, MN, MO, NC, ND, NE, NV, NY, TN, TX, VA, VT, WA
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