Robert
Lyons
Investors Asset Management Of Georgia Inc
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About this Advisor
Robert Lyons is a financial advisor based out of Atlanta, Georgia with 9 years of relevant experience. Lyons is on the advisory team at Investors Asset Management Of Georgia Inc. Lyons has gained experience at Investors Asset Managemet Of Ga, Inc, Cambridge Investment Research, Inc and Investors Asset Management Of Georgia Inc. Lyons maintains a Series 63 license, which qualifies them as a securities agent, and is registered to serve investors in Georgia. Investors Asset Management Of Georgia Inc is a financial advisory business operating out of Atlanta, GA. The firm has a total of nine financial advisors. It oversees $324 million in total assets among its 610 customer accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 610 accounts, 35% belong to high-net-worth investors who have more than $1 million in assets available to invest. The company provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and publication of newsletters. Financial management fees depend on which services are offered. However, fee types billed by Investors Asset Management Of Georgia Inc can consist of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Investors Asset Management Of Georgia Inc Brokerage Details
$324,217,516
9
610
$531,504
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
Robert Lyons Work History
Robert has been registered as a financial advisor for 9 years.*
Investors Asset Management Of Georgia Inc
Cambridge Investment Research, Inc
Investors Asset Managemet Of Ga, Inc
*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 Robert 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 Investors Asset Management Of Georgia Inc
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Braselton, GA
Atlanta, GA
Atlanta, GA
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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