Donald Lyons, financial advisor Philadelphia PA
93 score

Donald Lyons

CRD Number: 4560233
Current Firm: Advice And Planning Services

Donald Lyons (CRD# 4560233) is an Investment Advisor Representative working at Advice And Planning Services in Philadelphia, PA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa Philadelphia, PA Oct 2013 - Current 3
Tiaa-cref Individual & Institutional Services, LLC Philadelphia, PA Oct 2013 - Current 3
Td Ameritrade Radnor, PA Mar 2011 - Oct 2013 2
Fidelity Brokerage Services, LLC Philadelphia, PA Aug 2006 - Mar 2011 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2008
Contact Info for Donald D. Lyons
Phone Number: 212-490-9000
Firm Website: http://www.tiaa.org
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    16,792
    MILLIONS
  • Total Number of Accounts
    45,960
    ACCOUNTS
  • Average Account Value
    $365,356
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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