Cory Lyon (CRD# 6351648) is an Investment Advisor Representative working at Tfg Financial Advisors, LLC in North Palm Beach, FL and has over 9 years of experience in the finance industry.
CRD# 1690782
J.p. Morgan Securities LLC
CRD# 4207020
Dakota Wealth, LLC
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tfg Financial Advisors, LLC | North Palm Beach, FL | Jul 2017 - Current | 6 |
| The Fuoco Group | North Palm Beach, FL | Nov 2015 - Current | 8 |
| 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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2014 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2015 |
- FL
- TX
-
Total Assets Under Management112MILLIONS
-
Total Number of Accounts583ACCOUNTS
-
Average Account Value$191,937
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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)
FL, MI, 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.