Donald
Lyons

Ameritas Advisory Services, LLC

CRD#1763823
Investment Advisor
in Arlington, TX

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About this Advisor

Donald Lyons is a financial advisor working out of Arlington, Texas with a total of 2 years of industry experience. Lyons is an employee of Ameritas Advisory Services, LLC. Their career trajectory has included roles at Ameritas Investment Corp, Ameritas Life Insurance Corp, Lyons Investment Group and Ameritas Advisory Services, LLC. Lyons holds a Series 63 license, certifying them as a securities broker, and can serve investors in Texas. Ameritas Advisory Services, LLC is a registered investment company headquartered in Lincoln, NE. The company has offices in 248 locations and a total of 592 financial advisors. It oversees $9 billion in total assets among its 35,218 accounts, placing it among the largest firms in the country by assets under management. The firm advises 38 charities and foundations. Of its 35,218 accounts, just 2% belong to high-net-worth investors who have more than $1 million in assets. Ameritas Advisory Services, LLC has a number 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. Financial management fee schedules usually are based on the type of services. Fee types charged by Ameritas Advisory Services, LLC most likely are comprised of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63

Years Registered*

2 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, Hourly Charges, Fixed Fees, Others

Office Location

2000 E Lamar Blvd Ste 370
Arlington, TX 76006

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Ameritas Advisory Services, LLC Brokerage Details

Total Assets Under Management

$8,534,798,484

TX Average: $1,978,216,465
Total Number of Employees

592

TX Average: 226
Total Number of Accounts

35,218

TX Average: 7,467
Average Account Size

$242,342

TX Average: $264,928

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

Donald Lyons Work History

Donald has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Ameritas Advisory Services, LLC

2008 - Present (16 years)

Lyons Investment Group

1988 - Present (36 years)

Ameritas Life Insurance Corp

1987 - Present (37 years)

Ameritas Investment Corp

*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 Donald 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 Ameritas Advisory Services, LLC

Christopher Riel
San Ramon, CA
Salvatore Lombardi
Westborough, MA
Patrick Kim
Los Angeles, CA
Elizabeth Fowlks
Sudbury, MA
Ricky Small
Lincoln, NE
Daniel Billings
Greensboro, NC
Amanda Ross
Appleton, WI
Craig Hausz
Dallas, TX

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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