Spencer
Lyons

Carr Financial Group

CRD#6734715
Investment Advisor
in Worcester, MA

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About this Advisor

Spencer Lyons is a financial advisor who works out of Worcester, Massachusetts with a total of 1 year of industry experience. Lyons currently works for Carr Financial Group. Their career trajectory has included roles at Fisher Agencies, Commonwealth Financial Network, Edelman Financial Engines, Fletcher Granite, Rollstone Bank & Trust, Thomas R Whelan Cpa LLC, Aptar Group Inc, Mml Investors Services, LLC, Mass Mutual Life Insurance Company, Southern New Hampshire University, Farifield University, Carr Financial Group and Lpl Financial LLC. Lyons maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in Massachusetts and Texas. Carr Financial Group is a financial advisory firm operating out of Worcester, MA. It has $467 million in total assets among its 1,127 customer accounts, making it one of the bigger firms in the United States by assets under management. The firm advises one charitable organizations. Of its 1,127 accounts, 21% are held by high-net-worth investors who have at least $1 million in investable assets. The advisory firm has a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fees largely are based on which services the firm provides the client. However, fees charged by Carr Financial Group can be comprised of any blend of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

20 Park Avenue Ste 201
Worcester, MA 01605

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Carr Financial Group Brokerage Details

Total Assets Under Management

$466,935,784

MA Average: $16,012,751,954
Total Number of Employees

8

MA Average: 118
Total Number of Accounts

1,127

MA Average: 4,567
Average Account Size

$414,317

MA Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Spencer Lyons Work History

Spencer has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Carr Financial Group

2021 - 2022 (1 year)

Carr Financial Group

2021 - 2022 (1 year)

Lpl Financial LLC

2020 - 2021 (1 year)

Mml Investors Services, LLC

2020 - 2021 (1 year)

Mass Mutual Life Insurance Company

2019 - 2020 (1 year)

Edelman Financial Engines

2018 - 2019 (1 year)

Southern New Hampshire University

2016 - 2016 (< 1 year)

Fisher Agencies

2016 - 2018 (2 years)

Commonwealth Financial Network

2016 - 2016 (< 1 year)

Fletcher Granite

2015 - 2015 (< 1 year)

Thomas R Whelan Cpa LLC

2015 - 2015 (< 1 year)

Aptar Group Inc

2012 - 2013 (1 year)

Rollstone Bank & Trust

2012 - 2016 (4 years)

Farifield 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 Spencer 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 Carr Financial Group

Benjamin Cauley
Worcester, MA
Spencer Lyons
Worcester, MA
Andrea Lucey
Worcester, MA
Richard Carr
Worcester, MA
Christopher Carelli
Worcester, MA

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.

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