Douglas J. Lyons Financial Group Inc.
Douglas J. Lyons Financial Group Inc. (CRD# 154905) is a financial advisory firm headquartered in Red Bank, NJ. They manage $12,508,000 in 49 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management13MILLION
Total Number of Accounts49ACCOUNTS
Average Account Value$255,265
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
Douglas Lyons (CRD# 1612316) is an Investment Advisor Representative working at Douglas J. Lyons Financial Group Inc. in Red Bank, NJ and has over 15 years of experience in the finance industry. Douglas Lyons has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.