Mary Jo LyonsCRD Number: 2996229
Current Firm: Christian Investment Advisors
Mary Jo Lyons (CRD# 2996229) is an Investment Advisor Representative working at Christian Investment Advisors in New Braunfels, TX and has over 19 years of experience in the finance industry. Mary Jo 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.
Intercontinental Wealth Advisors, LLC
Hackett Financial Group, LLC
Wealth Watch Advisors, LLC
|Christian Investment Advisors, Inc.||New Braunfels, TX||May 2017 - Current||< 1|
|Unemployed||Houston, TX||Nov 2016 - Apr 2017||< 1|
|Ameriprise Financial Services, Inc.||Houston, TX||Oct 2013 - Oct 2016||3|
|Unemployed||Houston, TX||May 2013 - Oct 2013||< 1|
|Fsc Securities||Mooresville, NC||Jan 2011 - May 2013||2|
|Unemployed||Charlotte, NC||Jun 2010 - Jan 2011||< 1|
|Tiaa-cref Individual & Institutional Services, LLC||Charlotte, NC||Dec 2004 - May 2010||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1998|
|S66||NASAA Uniform Combined State Law Examination||Jan 2003|
Total Assets Under Management73MILLIONS
Total Number of Accounts492ACCOUNTS
Average Account Value$148,569
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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