Nick LyonsCRD Number: 6543165
Current Firm: The Goff Financial Group
While serving as an Intelligence Analyst in the United States Army Reserve for 6 years, Nick obtained his degree in Finance at the Univeristy of Houston - Downtown. He began working at The Goff Financial Group in January of 2015 as a Financial Analyst. Nick brings with him several years of work experience from multiple fields across various industries.
Nick Lyons (CRD# 6543165) is an Investment Advisor Representative working at The Goff Financial Group in Houston, TX and has 1 year of experience in the finance industry.
- Asset allocation (advice only, not execution)
- Investment management
- Security selection (advice only, not execution)
- Career change
- Retirement planning
- Sudden wealth
- Concentrated / highly appreciated positions
- Stock options / restricted stock
- Employer retirement plans
- Baby boomers
- Approaching retirement
- Mid-career professionals
Risk versus time. In terms of achieving your financial goals, age and life expectancy are two key factors that should drive your investment strategy, as they determine your investment time horizon—the amount of time you intend to hold an investment. Obviously, the more time you have, the more risks you can afford to take, since you’ll have more time to recover from any potential losses.
By developing a diversified portfolio emphasizing value and income, we can help maximize your potential returns by prioritizing your financial goals and risk tolerance with your investment time horizon. And because that horizon changes, we’ll periodically re-evaluate to meet your needs. Investment strategies should vary based on age group and risk tolerance.
Choosing the right investment advisor in developing investment strategies can be a very important factor before moving forward. It is important to determine if the investment advisor you are working with or interviewing has the a level of experience, knowledge, and a clean background with which you are comfortable. Just as important, you should also make sure that your investment advisor is fee-only and fully independent. Hiring a fee-only investment advisor will help remove many of the conflicts of interest that an advisor may have in designing your investment strategies.
|The Goff Financial Group||Houston, TX||Jan 2015 - Current||4|
|Shopco U.s.a.||Houston, TX||Oct 2010 - Current||9|
|United States Army Reserve||Beaumont, TX||Apr 2009 - Current||10|
|Roc Commercial Construction||Houston, TX||Apr 2006 - Current||13|
|Bachelor of Arts||University of Houston - Downtown||Finance||-|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jul 2015|
- Finding Your Financial Advocate
- What should I do with my stock options?
- Everyone’s a Fiduciary
- Should You Follow Market Forecasters?
- The Federal Reserve’s Impact on Your Portfolio
- Slow and Steady Wins the Race Investing
- Should You Have ETFs in Your Portfolio?
- The Risk of Selling Now to Pay Lower Taxes
- How to Invest Your Lottery Winnings
- Great Article on Dividend Investing
- Retro Investing Article from WSJ
- The Ostrich Generation
- S&P Downgrade
- Ignore the Economists
Total Assets Under Management292MILLIONS
Total Number of Accounts508ACCOUNTS
Average Account Value$574,705
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