Alexander
Read
Lyons Wealth Management
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About this Advisor
Alexander Read is a financial advisor working out of Winter Park, Florida with a total of 14 years of industry experience. Read works at Lyons Wealth Management. The advisor has gained experience at Lyons Wealth Management, Csg Capital Advisors LLC and Innovation Partners LLC. Read maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Florida. Lyons Wealth Management is a registered investment company operating out of Winter Park, FL. It controls $181 million in total assets between its 145 customer accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. The company has a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for investment companies. Fees for financial advice typically depend on which services are offered. However, fee types charged by Lyons Wealth Management may include any blend of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lyons Wealth Management Brokerage Details
$180,499,980
7
145
$1,244,827
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
Alexander Read Work History
Alexander has been registered as a financial advisor for 14 years.*
Innovation Partners LLC
Lyons Wealth Management
Csg Capital Advisors LLC
*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 Alexander Read 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 Lyons Wealth Management
Winter Park, FL
Winter Park, FL
Winter Park, FL
Winter Park, FL
Winter Park, FL
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