Cory Lyon, financial advisor North Palm Beach FL

Cory Lyon

CRD Number: 6351648
Current Firm: Tfg Financial Advisors, LLC

Cory Lyon (CRD# 6351648) is an Investment Advisor Representative working at Tfg Financial Advisors, LLC in North Palm Beach, FL and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Tfg Financial Advisors, LLC North Palm Beach, FL Jul 2017 - Current 5
The Fuoco Group North Palm Beach, FL Nov 2015 - Current 6
Hewins Financial Advisors, LLC North Palm Beach, FL Nov 2015 - Dec 2016 1
Concorde Investment Services, LLC Troy, MI Jun 2015 - Oct 2015 < 1
Jp Turner & Company LLC Juno Beach, FL Jun 2014 - Jun 2015 1
Fortitude Investment Company Jupiter, FL Jun 2014 - Oct 2014 < 1
Florida State University Tallahassee, FL Aug 2010 - May 2014 3
Abercrombie & Fitch Company Wellington, FL Nov 2006 - Dec 2012 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2014
S65 NASAA Investment Advisors Law Examination Nov 2015
Contact Info for Cory F. Lyon
Phone Number: (561) 209-1120
Firm Website: http://www.tfgfa.com
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    95
    MILLIONS
  • Total Number of Accounts
    375
    ACCOUNTS
  • Average Account Value
    $253,279
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States

FL, MI, TX

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