Steven LyonsCRD Number: 5343894
Current Firm: Raymond James Financial Services Advisors, Inc.
Steven Lyons (CRD# 5343894) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Newton, NJ and has over 9 years of experience in the finance industry.
Gci Financial Group
|First Hope Bank||Newton, NJ||Dec 2015 - Current||1|
|Raymond James Financial Services Advisors, Inc.||Newton, NJ||Jan 2009 - Current||8|
|Raymond James Financial Services||Newton, NJ||Jan 2008 - Current||9|
|First Hope Bank||Newton, NJ||Sep 2007 - Jul 2015||7|
|Raymond James Financial Services||Newton, NJ||Sep 2007 - Jan 2008||< 1|
|Edward Jones||St Louis, MO||May 2007 - Sep 2007||< 1|
|Unemployed||Newton, NJ||Oct 2006 - May 2007||< 1|
|Jan Packaging||Dover, NJ||Apr 1999 - Oct 2006||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2007|
Total Assets Under Management64,210MILLIONS
Total Number of Accounts224,839ACCOUNTS
Average Account Value$285,581
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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