Gaylord
Lyman

Ashton Thomas Private Wealth

CRD#2892240
Investment Advisor
in Portland, OR

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About this Advisor

Gaylord Lyman is a financial advisor based in Portland, Oregon, working with Ashton Thomas Private Wealth. Gaylord has previously held positions at Kohala Capital Partners, LLC, Ashton Thomas Private Wealth, LLC, and Affinity Investment Advisors, LLC. Gaylord has passed the Series 63 regulatory exam and is registered to provide services in Oregon. Currently, Gaylord is part of Ashton Thomas Private Wealth, which operates out of Portland, Oregon. The firm has 22 offices and 55 employees. The firm manages assets totaling $2.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Ashton Thomas Private Wealth includes asset-based and hourly fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

4802 #B Sw Scholls Ferry Road
Portland, OR 97225

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Ashton Thomas Private Wealth Brokerage Details

Total Assets Under Management

$2,891,584,875

OR Average: $1,555,372,352
Total Number of Employees

55

OR Average: 37
Total Number of Accounts

5,334

OR Average: 1,370
Average Account Size

$542,104

OR Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Other

Gaylord Lyman Work History

2023 - Present (2 years)

Ashton Thomas Private Wealth, LLC

2017 - 2023 (6 years)

Affinity Investment Advisors, LLC

2011 - 2016 (5 years)

Kohala Capital Partners, LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Gaylord Lyman 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 Ashton Thomas Private Wealth

Joshua May
Grand Junction, CO
Wills Marcello
Scottsdale, AZ
Daniel Bennett
Scottsdale, AZ
Nicolaus Hansen
Scottsdale, AZ
Marcel Campos
Midland, TX
Douglas May
Scottsdale, AZ
David Hatfield
Scottsdale, AZ

The content in this profile was updated by SmartAsset on 6/19/2024. 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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