Anthony Lyons (CRD# 2405670) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in South Bend, IN and has over 30 years of experience in the finance industry.
CRD# 4621831
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4140596
Raymond James & Associates, Inc.
CRD# 5275
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | South Bend, IN | Oct 2021 - Current | 2 |
| Pnc Investments | Merrillville, IN | Aug 2021 - Oct 2021 | < 1 |
| Unemployed | Bloomington, IN | Jul 2020 - Aug 2021 | 1 |
| Edward Jones | Saint Louis, MO | May 2020 - Jun 2020 | < 1 |
| Regions Bank | Clayton, MO | Jul 2017 - May 2020 | 2 |
| Cetera Investment Services LLC | St. Cloud, MN | Aug 2017 - Jan 2020 | 2 |
| Cetera Investment Advisers LLC | Clayton, MO | Aug 2017 - Jan 2020 | 2 |
| Arvest Wealth Management | Bentonville, AR | Nov 2016 - Jul 2017 | < 1 |
| U.s. Bancorp Investments, Inc. | St. Louis, MO | Sep 2013 - Oct 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1993 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2011 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- IL
- IN
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
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