Corey
Roun
Lyons Wealth Management
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About this Advisor
Corey Roun is a financial advisor based in Winter Park, Florida, working with Lyons Wealth Management. Corey has previously held a position at Lyons Wealth Management. Corey has passed the Series 65 regulatory exam and is registered to provide services in Florida. Currently, Corey is part of Lyons Wealth Management, which operates out of Winter Park, Florida. The firm has 7 employees and manages assets totaling $159.7 million. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for investment companies. The fee structure at Lyons Wealth Management includes asset-based and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lyons Wealth Management Brokerage Details
$159,658,690
7
139
$1,148,624
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
Corey Roun Work History
Lyons Wealth Management
Disclosures
Please visit the SEC profile of Corey Roun 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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