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).

By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    49
    ACCOUNTS
  • Average Account Value
    $255,265
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NJ

Financial Advisors at Douglas J. Lyons Financial Group Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Douglas J. Lyons
CRD#: 1612316
55 N. Bridge Avenue, Suite 4, Red Bank, NJ 07701
96
Wealthminder
score

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.

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