Kerry FalconerCRD 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 8 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|Lyons Wealth Management||Winter Park, FL||Jul 2009 - Current||8|
|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|
Total Assets Under Management199MILLIONS
Total Number of Accounts276ACCOUNTS
Average Account Value$722,681
- A percentage of assets under your management
- Performance-based fees
- 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)
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