Kevin
Lyons
Onedigital Investment Advisors
Answer a few questions and
get matched with an advisor.
About this Advisor
Kevin Lyons is a financial advisor operating out of Sarasota, Florida with a total of 2 years of industry experience. Lyons is an employee of Onedigital Investment Advisors. Their career trajectory has included roles at Merrill Lynch, East Hamton Tennis Club, Ubs, University, Uwo, Generations Wealth Planning LLC, International Assets Advisory, LLC, Great Lakes & Atlantic Management and Resources Investment Advisors. Lyons has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Florida. Onedigital Investment Advisors is a financial advisory business that has its headquarters in Overland Park, KS. The investment advisory business has offices in 73 locations and a total of 550 employees. It manages $89 billion in assets under management across its 25,199 client accounts, placing it among the biggest firms in the United States by assets under management. The firm serves 97 charities and foundations. Of its 25,199 client accounts, just 5% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Onedigital Investment Advisors has a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fees usually vary depending on which service is provided. Fees billed by Onedigital Investment Advisors can consist of some combination of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Onedigital Investment Advisors Brokerage Details
$89,148,595,824
550
25,199
$3,537,783
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Kevin Lyons Work History
Kevin has been registered as a financial advisor for 2 years.*
Resources Investment Advisors
Generations Wealth Planning LLC
Great Lakes & Atlantic Management
Ubs
International Assets Advisory, LLC
Merrill Lynch
Uwo
East Hamton Tennis Club
Uwo
University
*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 Kevin 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 Onedigital Investment Advisors
Pensacola, FL
York, PA
Torrance, CA
Raleigh, NC
Overland Park, KS
Overland Park, KS
Overland Park, KS
Orlando, FL
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
