Randal
Lyons

Arvest Wealth Management

CRD#5589168
Investment Advisor
in Springfield, MO

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About this Advisor

Randal Lyons is a financial advisor who works out of Springfield, Missouri with 11 years of industry experience. Lyons is an advisor for Arvest Wealth Management. During their career, the advisor has held roles at Arvest Wealth Management and Arvest Bank. Lyons has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to advise clients in Arkansas, Kansas, Missouri, New York, Oklahoma and Texas. Arvest Wealth Management is an advisory firm based out of Rogers, AR. The investment advisory business has offices in 177 locations and a total of 247 financial advisors. It has $3 billion in assets between its 7,899 accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm advises 39 charitable organizations. Of its 7,899 client accounts, just 6% belong to high-net-worth clients who have greater than $1 million in assets. The company has a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial management usually depend on which services are provided. Fees billed by Arvest Wealth Management most likely are comprised of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

2835 E Battlefield
Springfield, MO 65804

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Arvest Wealth Management Brokerage Details

Total Assets Under Management

$2,704,710,870

MO Average: $880,205,985
Total Number of Employees

247

MO Average: 42
Total Number of Accounts

7,899

MO Average: 1,714
Average Account Size

$342,412

MO Average: $513,539

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Randal Lyons Work History

Randal has been registered as a financial advisor for 11 years.*

2012 - Present (12 years)

Arvest Wealth Management

2012 - 2015 (3 years)

Arvest Bank

*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 Randal 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 Arvest Wealth Management

Carlous Noschese
Bella Vista, AR
Randall Hopson
Bartlesville, OK
Daniel Robinson
Little Rock, AR
Pamela Robison
Springfield, MO
Koby Cross
Oklahoma City, OK
Sasha Gray
Tulsa, OK
Cory Sloan
Tulsa, OK

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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