L & M Wealth Management And Retirement Solutions, LLC

L & M Wealth Management And Retirement Solutions, LLC (CRD# 151669) is a financial advisory firm headquartered in Oklahoma City, OK. They manage $31,740,832 in 371 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    32
    MILLION
  • Total Number of Accounts
    371
    ACCOUNTS
  • Average Account Value
    $85,555
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.

FL, OK, TX

Financial Advisors at L & M Wealth Management And Retirement Solutions, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Carol E. Lyons
CRD#: 1565227
2601 Nw Expressway, Suite 110w, Oklahoma City, OK 73112
96
Wealthminder
score

Carol Lyons (CRD# 1565227) is an Investment Advisor Representative working at L & M Wealth Management And Retirement Solutions, LLC in Oklahoma City, OK and has over 30 years of experience in the finance industry. Carol 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.

2
Jaycee Melton
CRD#: 1751603
2601 Nw Expressway Ste. 110w, Oklahoma City, OK 73112
93
Wealthminder
score

Jaycee Melton (CRD# 1751603) is an Investment Advisor Representative working at L & M Wealth Management And Retirement Solutions, LLC in Oklahoma City, OK and has over 28 years of experience in the finance industry.

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