Allison LyonsCRD Number: 4625430
Current Firm: Stavis & Cohen Financial
Allison Lyons (CRD# 4625430) is an Investment Advisor Representative working at Stavis & Cohen Financial in Houston, TX and has over 7 years of experience in the finance industry.
Linscomb & Williams
The Goff Financial Group
|Fsc Securities Corporation||Houston, TX||May 2014 - Current||2|
|Stavis & Cohen Financial||Houston, TX||Apr 2010 - Current||6|
|Cambridge Investment Research, Inc.||Fairfield, IA||Apr 2010 - May 2014||4|
|New York Life Insurance Company||Houston, TX||Jul 2009 - Mar 2010||< 1|
|Nylife Securities LLC||Houston, TX||Jul 2009 - Mar 2010||< 1|
|Seidman Insurance Consultants, LLC||Houston, TX||Jul 2009 - Mar 2010||< 1|
|Hsa Holdings, LLC||Houston, TX||Jul 2009 - Mar 2010||< 1|
|Eagle Strategies LLC||Houston, TX||Jul 2009 - Mar 2010||< 1|
|Seidman Private Advisors, LLC||Houston, TX||Jan 2005 - Mar 2010||5|
|Seidman Private Securities, LLC||Houston, TX||Oct 2008 - Jun 2009||< 1|
|Bdo Seidman, LLP||Houston, TX||Jan 2005 - Jun 2009||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2009|
Total Assets Under Management453MILLIONS
Total Number of Accounts803ACCOUNTS
Average Account Value$564,497
- A percentage of assets under your management
- Hourly charges
- 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)
- Educational seminars/workshops
CA, CO, LA, TX, WA
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