Thomas Lyons (CRD# 6806224) is an Investment Advisor Representative working at Horizon Investments LLC in Charlotte, NC and has over 6 years of experience in the finance industry.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2867492
Defender Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Horizon Investments, LLC | Charlotte, NC | Jun 2022 - Current | 1 |
| Quasar Distributors, LLC | Charlotte, NC | Jun 2022 - Current | 1 |
| Novem Group | Rochester, NY | May 2017 - May 2022 | 5 |
| American Portfolios Financial Services, Inc. | Holbrook, NY | May 2017 - May 2022 | 5 |
| Monro Muffler | Rochester, NY | Apr 2017 - May 2017 | < 1 |
| Excellus | Rochester, NY | Oct 2016 - Feb 2017 | < 1 |
| Thermo Fisher Scientific | Rochester, NY | Jun 2016 - Aug 2016 | < 1 |
| Binghamton University | Binghamton, NY | Aug 2012 - May 2016 | 3 |
| Thermo Fisher Scientific | Rochester, NY | Jun 2015 - Aug 2015 | < 1 |
| Thermo Fisher Scientific | Rochester, NY | Jun 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2017 |
| S63 | Uniform Securities State Law Examination | Oct 2022 |
- NC
-
Total Assets Under Management4,467MILLIONS
-
Total Number of Accounts3,367ACCOUNTS
-
Average Account Value$1,326,579
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Other
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, WY
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