Gavin
Lyons
Tmd Wealth Management
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About this Advisor
Gavin Lyons is a certified financial planner who works in Scottsdale, Arizona, with a total of 3 years of relevant experience. Lyons is on the advisory team at Tmd Wealth Management. Throughout their career, Lyons has worked at Mcalvany Wealth Management, Tmd & Associates, Inc, Tmd Wealth Management LLC and One Charles Private Wealth. Lyons holds a Series 65 license, which qualifies them as an investment advisor representative, and is registered to work in Arizona. Tmd Wealth Management is a registered investment firm based in Scottsdale, AZ. It administers $795 million in total assets among its 1,491 client accounts, making it one of the bigger firms in the nation by assets under management. Of its 1,491 accounts, 46% belong to high-net-worth clients who have more than $1 million in assets available to invest. The firm performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers, educational seminars and other services. A financial advisor's fee schedules largely depend on which services are offered. However, fee types billed by Tmd Wealth Management may include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Tmd Wealth Management Brokerage Details
$794,838,000
12
1,491
$533,091
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Gavin Lyons Work History
Gavin has been registered as a financial advisor for 3 years.*
Tmd Wealth Management LLC
One Charles Private Wealth
Tmd & Associates, Inc
Mcalvany Wealth Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Gavin Lyons to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Tmd Wealth Management
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
