Conrad Lyon (CRD# 4916883) is an Investment Advisor Representative working at Pacific Global Investment Management Co in Glendale, CA and has over 18 years of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pacific Global Investment Management Company | Glendale, CA | Oct 2019 - Current | 4 |
| Unemployed | West Hills, CA | Jan 2016 - Oct 2019 | 3 |
| Lightpath Capital, Inc. | Los Angeles, CA | Feb 2015 - Jan 2016 | < 1 |
| Unemployed | West Hills, CA | Jan 2014 - Feb 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2005 |
- CA
-
Total Assets Under Management740MILLIONS
-
Total Number of Accounts973ACCOUNTS
-
Average Account Value$760,693
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, CO, DC, FL, HI, NY, TN, TX, WA
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