Kerry Falconer, financial advisor Winter Park FL
93 score

Kerry Falconer

CRD Number: 4573797
Current Firm: Lyons Wealth Management

Kerry Falconer (CRD# 4573797) is an Investment Advisor Representative working at Lyons Wealth Management in Winter Park, FL and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Lyons Wealth Management Winter Park, FL Jul 2009 - Current 7
Alexander Read Investment Management, Inc. Winter Park, FL May 2001 - Jul 2009 8
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2009
Contact Info for Kerry M. Falconer
Phone Number: 407 951 8710
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    234
    MILLIONS
  • Total Number of Accounts
    268
    ACCOUNTS
  • Average Account Value
    $874,811
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States

AL, CA, CO, CT, DE, FL, GA, IA, IL, KS, KY, MA, MI, MN, MO, MS, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, WA, WI

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

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