Lisa Lyons, financial advisor Woodland Hills CA

Lisa Lyons

CRD Number: 2086482
Current Firm: Royal Alliance Associates, Inc.

Lisa Lyons (CRD# 2086482) is an Investment Advisor Representative working at Royal Alliance Associates, Inc. in Woodland Hills, CA and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Regal Advisory Service, Inc. Woodland Hills, CA Jan 1997 - Current 25
Royal Alliance Associates, Inc. Woodland Hills, CA Oct 1992 - Current 29
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1990
Contact Info for Lisa M. Lyons
Phone Number: 800-821-5100 EXT. 5389
Registered State(s):
  • CA
  • GA
  • KY
By the Numbers
  • Total Assets Under Management
    28,249
    MILLIONS
  • Total Number of Accounts
    112,286
    ACCOUNTS
  • Average Account Value
    $251,584
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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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