Gavin LyonsCRD Number: 5997486
Current Firm: Tmd & Associates, Inc.
Gavin Lyons (CRD# 5997486) is an Investment Advisor Representative working at Tmd & Associates, Inc. in Scottsdale, AZ and has over 5 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Triad Advisors, Inc.
|Tmd & Associates, Inc.||Scottsdale, AZ||Apr 2016 - Current||1|
|Mcalvany Wealth Management||Durango, CO||May 2011 - Apr 2016||4|
|Fort Lewis College||Durango, CO||Sep 2007 - May 2011||3|
|Durango Park||Durango, CO||May 2009 - Aug 2010||1|
|Arizona Commercial Management||Phoenix, AZ||May 2006 - Aug 2008||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2011|
Total Assets Under Management254MILLIONS
Total Number of Accounts197ACCOUNTS
Average Account Value$1,291,675
- 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
- Selection of other advisers (including private fund managers)
AZ, CA, FL, NH, OK, TX, WA