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
- Divorce
- Retirement planning
- Sudden wealth
- Concentrated / highly appreciated positions
- Stock options / restricted stock
- Employer retirement plans
- Baby boomers
- Approaching retirement
- Mid-career professionals
- Retirees
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.
Fee-only
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Goff Financial Group | Houston, TX | Jan 2015 - Current | 9 |
| United States Army Reserve | Beaumont, TX | Apr 2009 - Nov 2016 | 7 |
| Shopco U.s.a. | Houston, TX | Oct 2010 - Jan 2015 | 4 |
| Degree | School | Major | Graduation Date |
|---|---|---|---|
| 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
-
-
-
-
-
-
-
-
-
-
-
-
-
- TX
-
Total Assets Under Management501MILLIONS
-
Total Number of Accounts608ACCOUNTS
-
Average Account Value$823,830
TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.