Nick Lyons, financial advisor Houston TX

Nick Lyons

CRD 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.

CONTACT
Advisory Practice Details
Services Offered:
  • 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
Customer Specialties:
  • Baby boomers
  • Approaching retirement
  • Mid-career professionals
  • Retirees
Investment Strategy:

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.

Pricing Model:

Fee-only

Professional Designations and Affiliations
Company Name Location Dates Years
The Goff Financial Group Houston, TX Jan 2015 - Current 4
Shopco U.s.a. Houston, TX Oct 2010 - Current 8
United States Army Reserve Beaumont, TX Apr 2009 - Current 10
Roc Commercial Construction Houston, TX Apr 2006 - Current 13
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
Insights by Nick Lyons
Contact Info for Nick Lyons
Phone Number: 713-850-8900
Advisor Website: http://www.gofffinancial.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    292
    MILLIONS
  • Total Number of Accounts
    508
    ACCOUNTS
  • Average Account Value
    $574,705
Types of Clients
Registered States

LA, TX

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Clean Record
This advisor has a clean track record with regulators.

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