Edward
Lyon
Financial Gravity Family Office Services, LLC
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About this Advisor
Edward Lyon is a financial advisor working out of Cincinnati, Ohio with 2 years of relevant experience. Lyon is currently employed by Financial Gravity Family Office Services, LLC. Throughout their career, Lyon has worked at Financial Gravity Wealth, Inc, Tax Coach Software, LLC, Financial Gravity Companies, Inc & Tax Master Network, Tax Tuneup, LLC and Financial Gravity Family Office Services, LLC. Lyon holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Ohio and Texas. Financial Gravity Family Office Services, LLC is a firm headquartered in Austin, TX. It has $211 million in assets under management among its 1,218 customer accounts, placing it among the mid-sized firms in the nation by assets under management. The firm provides services to one charities and foundations. Of its 1,218 accounts, just 6% are associated with high-net-worth individuals who have at least $1 million in investable assets. Financial Gravity Family Office Services, LLC offers a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors largely vary depending on which service is offered. Fee types charged by Financial Gravity Family Office Services, LLC likely consist of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Financial Gravity Family Office Services, LLC Brokerage Details
$210,940,063
45
1,218
$173,186
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Edward Lyon Work History
Edward has been registered as a financial advisor for 2 years.*
Financial Gravity Family Office Services, LLC
Financial Gravity Wealth, Inc
Financial Gravity Companies, Inc & Tax Master Network
Tax Tuneup, LLC
Tax Coach Software, LLC
*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 Edward Lyon 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 Financial Gravity Family Office Services, LLC
Austin, TX
New Orleans, LA
Austin, TX
Austin, TX
Austin, TX
Tomball, TX
North Richland Hills, TX
Austin, 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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